Raymond James Financial
ESGU icon

Raymond James Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Raymond James Financial’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
Q1 		$27.9M Sell
197,413
-24,922
-11% -$3.69M 0.01% 1237
2025
Q4 		$33.1M Buy
222,335
+25,036
+13% +$3.7M 0.01% 1093
2025
Q3 		$28.7M Buy
197,299
+8,895
+5% +$1.25M 0.01% 1161
2025
Q2 		$25.5M Sell
188,404
-15,014
-7% -$1.87M 0.01% 1183
2025
Q1 		$24.8M Buy
203,418
+35
+0% +$4.51K 0.01% 1149
2024
Q4 		$26.2M Buy
+203,383
New +$26.3M 0.01% 1127

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial's ESGU Position: Q1 2026 in Review

Raymond James Financial reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 11% in Q1 2026, selling an estimated $3.69M and leaving 197,413 shares worth $27.9M. The position accounts for 0.01% of the portfolio, ranked #1237.

Raymond James Financial first reported a position in ESGU in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.1M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Raymond James Financial held 197,413 shares of iShares ESG Aware MSCI USA ETF worth $27.9M as of Q1 2026.
  • Raymond James Financial sold 24,922 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $3.69M.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1237 holding.
  • Raymond James Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares ESG Aware MSCI USA ETF position peaked at $33.1M in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.