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Matthew Hamilton Rosenberg’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Matthew Hamilton Rosenberg’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 		$707K Sell
4,318
-60
-1% -$9.49K 0.13% 77
2026
Q1 		$619K Sell
4,378
-229
-5% -$33.9K 0.13% 72
2025
Q4 		$686K Sell
4,607
-3,269
-42% -$483K 0.14% 65
2025
Q3 		$1.15M Sell
7,876
-1,450
-16% -$203K 0.25% 42
2025
Q2 		$1.26M Hold
9,326
– – 0.29% 38
2025
Q1 		$1.14M Sell
9,326
-61
-0.6% -$7.86K 0.29% 38
2024
Q4 		$1.21M Sell
9,387
-337
-3% -$43.7K 0.31% 37
2024
Q3 		$1.23M Hold
9,724
– – 0.32% 34
2024
Q2 		$1.16M Buy
9,724
+5,331
+121% +$612K 0.34% 35
2024
Q1 		$504K Sell
4,393
-898
-17% -$98.4K 0.15% 71
2023
Q4 		$555K Sell
5,291
-821
-13% -$80.4K 0.17% 62
2023
Q3 		$574K Sell
6,112
-3,758
-38% -$368K 0.19% 56
2023
Q2 		$962K Sell
9,870
-16,117
-62% -$1.49M 0.33% 37
2023
Q1 		$2.35M Sell
25,987
-14,420
-36% -$1.28M 0.76% 22
2022
Q4 		$3.42M Sell
40,407
-6,897
-15% -$588K 1.16% 18
2022
Q3 		$3.76M Sell
47,304
-3,162
-6% -$280K 1.45% 13
2022
Q2 		$4.29M Buy
50,466
+2,174
+5% +$199K 1.62% 11
2022
Q1 		$4.89M Sell
48,292
-3,978
-8% -$398K 1.71% 12
2021
Q4 		$5.64M Sell
52,270
-652
-1% -$68.4K 2.01% 9
2021
Q3 		$5.21M Buy
+52,922
New +$5.36M 2.06% 9

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Matthew Hamilton Rosenberg's ESGU Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.4% in Q2 2026, selling an estimated $9.49K and leaving 4,318 shares worth $707K. The position accounts for 0.13% of the portfolio, ranked #77.

Matthew Hamilton Rosenberg first reported a position in ESGU in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.64M in Q4 2021. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Matthew Hamilton Rosenberg held 4,318 shares of iShares ESG Aware MSCI USA ETF worth $707K as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 60 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $9.49K.
  • iShares ESG Aware MSCI USA ETF made up 0.13% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #77 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 20 quarters since.
  • Matthew Hamilton Rosenberg's iShares ESG Aware MSCI USA ETF position peaked at $5.64M in Q4 2021.
  • 862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.