HRT Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

HRT Financial’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.88M	Buy	27,454 +4,709	+21%	+$697K	0.01%	1155
2025 Q4	$3.39M	Buy	22,745 +11,072	+95%	+$1.64M	0.01%	981
2025 Q3	$1.7M	Buy	+11,673	New	+$1.63M	0.01%	1234
2024 Q2	–	Sell	-13,518	Closed	-$1.55M	–	2450
2024 Q1	$1.55M	Buy	+13,518	New	+$1.48M	0.01%	681
2023 Q4	–	Sell	-10,760	Closed	-$1.01M	–	2512
2023 Q3	$1.01M	Buy	+10,760	New	+$1.05M	0.01%	971
2023 Q1	–	Sell	-24,772	Closed	-$2.1M	–	2667
2022 Q4	$2.1M	Buy	24,772 +20,404	+467%	+$1.74M	0.03%	570
2022 Q3	$346K	Sell	4,368 -53,179	-92%	-$4.71M	﹤0.01%	1898
2022 Q2	$4.83M	Buy	57,547 +52,654	+1,076%	+$4.81M	0.05%	260
2022 Q1	$495K	Sell	4,893 -6,116	-56%	-$613K	﹤0.01%	1779
2021 Q4	$1.19M	Sell	11,009 -13,652	-55%	-$1.43M	0.01%	975
2021 Q3	$2.43M	Sell	24,661 -24,211	-50%	-$2.45M	0.01%	618
2021 Q2	$4.81M	Buy	+48,872	New	+$4.67M	0.04%	320
2021 Q1	–	Sell	-18,723	Closed	-$1.61M	–	2804
2020 Q4	$1.61M	Sell	18,723 -2,987	-14%	-$243K	0.03%	399
2020 Q3	$1.65M	Buy	+21,710	New	+$1.64M	0.05%	307

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HRT Financial's ESGU Position: Q1 2026 in Review

HRT Financial increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 21% in Q1 2026, buying an estimated $697K and bringing the position to 27,454 shares worth $3.88M. The position accounts for 0.01% of the portfolio, ranked #1155.

HRT Financial first reported a position in ESGU in Q3 2020 and has held it in 14 quarters since. The position peaked at $4.83M in Q2 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

HRT Financial held 27,454 shares of iShares ESG Aware MSCI USA ETF worth $3.88M as of Q1 2026.
HRT Financial bought 4,709 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $697K.
iShares ESG Aware MSCI USA ETF made up 0.01% of HRT Financial's portfolio in Q1 2026, its #1155 holding.
HRT Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 14 quarters since.
HRT Financial's iShares ESG Aware MSCI USA ETF position peaked at $4.83M in Q2 2022.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.