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R.M. Davis Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

R.M. Davis Inc’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 		$359K Buy
2,194
+300
+16% +$47.4K 0.01% 232
2026
Q1 		$268K Buy
+1,894
New +$280K ﹤0.01% 246

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

R.M. Davis Inc's ESGU Position: Q2 2026 in Review

R.M. Davis Inc increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 16% in Q2 2026, buying an estimated $47.4K and bringing the position to 2,194 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #232.

R.M. Davis Inc first reported a position in ESGU in Q1 2026 and has held it in 2 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • R.M. Davis Inc held 2,194 shares of iShares ESG Aware MSCI USA ETF worth $359K as of Q2 2026.
  • R.M. Davis Inc bought 300 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $47.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of R.M. Davis Inc's portfolio in Q2 2026, its #232 holding.
  • R.M. Davis Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2026 and has held it in 2 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on R.M. Davis Inc's 13F filing for Q2 2026, filed 14 Aug 2026.