Raffa Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Raffa Wealth Management’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	$17.8K	Hold	109	–	–	﹤0.01%	308
2026 Q1	$15.4K	Buy	109 +1	+0.9%	+$148	﹤0.01%	314
2025 Q4	$16.1K	Hold	108	–	–	﹤0.01%	300
2025 Q3	$15.7K	Hold	108	–	–	﹤0.01%	290
2025 Q2	$14.6K	Buy	108 +1	+0.9%	+$125	﹤0.01%	308
2025 Q1	$13.1K	Hold	107	–	–	﹤0.01%	278
2024 Q4	$13.8K	Sell	107 -20	-16%	-$2.59K	﹤0.01%	276
2024 Q3	$16.1K	Hold	127	–	–	﹤0.01%	254
2024 Q2	$15.2K	Hold	127	–	–	﹤0.01%	377
2024 Q1	$14.7K	Hold	127	–	–	﹤0.01%	368
2023 Q4	$13.4K	Hold	127	–	–	﹤0.01%	253
2023 Q3	$11.9K	Hold	127	–	–	﹤0.01%	253
2023 Q2	$12.3K	Buy	127 +20	+19%	+$1.85K	﹤0.01%	251
2023 Q1	$9.69K	Buy	107 +21	+24%	+$1.86K	﹤0.01%	307
2022 Q4	$7.25K	Buy	86 +44	+105%	+$3.75K	﹤0.01%	331
2022 Q3	$3.33K	Buy	+42	New	+$3.72K	﹤0.01%	471

Other funds holding ESGU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raffa Wealth Management's ESGU Position: Q2 2026 in Review

Raffa Wealth Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 109 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Raffa Wealth Management first reported a position in ESGU in Q3 2022 and has held it in 16 quarters since. 832 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Raffa Wealth Management held 109 shares of iShares ESG Aware MSCI USA ETF worth $17.8K as of Q2 2026.
Raffa Wealth Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #308 holding.
Raffa Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 16 quarters since.
832 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.