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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
Q3 		$713K Sell
4,277
-41
-0.9% -$6.82K 0.13% 82
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Matthew Hamilton Rosenberg's ESGU Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.95% in Q3 2026, selling an estimated $6.82K and leaving 4,277 shares worth $713K. The position accounts for 0.13% of the portfolio, ranked #82.

Matthew Hamilton Rosenberg first reported a position in ESGU in Q3 2021 and has held it in 21 quarters since. The position peaked at $5.64M in Q4 2021. 106 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Matthew Hamilton Rosenberg held 4,277 shares of iShares ESG Aware MSCI USA ETF worth $713K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 41 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $6.82K.
  • iShares ESG Aware MSCI USA ETF made up 0.13% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #82 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 21 quarters since.
  • Matthew Hamilton Rosenberg's iShares ESG Aware MSCI USA ETF position peaked at $5.64M in Q4 2021.
  • 106 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.