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 Q2	$32.6M	Buy	199,418 +2,005	+1%	+$317K	0.01%	1221
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial's ESGU Position: Q2 2026 in Review

Raymond James Financial increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1% in Q2 2026, buying an estimated $317K and bringing the position to 199,418 shares worth $32.6M. The position accounts for 0.01% of the portfolio, ranked #1221.

Raymond James Financial first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $33.1M in Q4 2025. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Raymond James Financial held 199,418 shares of iShares ESG Aware MSCI USA ETF worth $32.6M as of Q2 2026.
Raymond James Financial bought 2,005 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $317K.
iShares ESG Aware MSCI USA ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1221 holding.
Raymond James Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's iShares ESG Aware MSCI USA ETF position peaked at $33.1M in Q4 2025.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.