Range Advisory, LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Range Advisory, LLC’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 Q2	$528K	Buy	3,225 +664	+26%	+$105K	0.06%	159
2026 Q1	$362K	Sell	2,561 -19	-0.7%	-$2.81K	0.07%	162
2025 Q4	$384K	Buy	+2,580	New	+$381K	0.1%	119

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Range Advisory, LLC's ESGU Position: Q2 2026 in Review

Range Advisory, LLC increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 26% in Q2 2026, buying an estimated $105K and bringing the position to 3,225 shares worth $528K. The position accounts for 0.06% of the portfolio, ranked #159.

Range Advisory, LLC first reported a position in ESGU in Q4 2025 and has held it in 3 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Range Advisory, LLC held 3,225 shares of iShares ESG Aware MSCI USA ETF worth $528K as of Q2 2026.
Range Advisory, LLC bought 664 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $105K.
iShares ESG Aware MSCI USA ETF made up 0.06% of Range Advisory, LLC's portfolio in Q2 2026, its #159 holding.
Range Advisory, LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Range Advisory, LLC's 13F filing for Q2 2026, filed 2 Sep 2026.