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RCS Financial Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

RCS Financial Planning’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 		$1.5M Sell
10,641
-127
-1% -$18.8K 0.78% 21
2025
Q4 		$1.6M Buy
10,768
+2,732
+34% +$404K 0.69% 32
2025
Q3 		$1.17M Buy
8,036
+2,286
+40% +$320K 0.52% 37
2025
Q2 		$778K Sell
5,750
-385
-6% -$48.1K 0.39% 45
2025
Q1 		$748K Sell
6,135
-1,756
-22% -$226K 0.39% 41
2024
Q4 		$1.02M Sell
7,891
-574
-7% -$74.4K 0.54% 36
2024
Q3 		$1.07M Sell
8,465
-303
-3% -$36.8K 0.59% 31
2024
Q2 		$1.05M Sell
8,768
-2,557
-23% -$294K 0.62% 31
2024
Q1 		$1.3M Sell
11,325
-5,744
-34% -$629K 0.8% 30
2023
Q4 		$1.79M Sell
17,069
-559
-3% -$54.7K 1.17% 18
2023
Q3 		$1.66M Sell
17,628
-3,147
-15% -$308K 1.27% 17
2023
Q2 		$2.02M Sell
20,775
-6,225
-23% -$575K 1.67% 15
2023
Q1 		$2.44M Sell
27,000
-12,766
-32% -$1.13M 2.17% 10
2022
Q4 		$3.37M Buy
+39,766
New +$3.39M 3.27% 9

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

RCS Financial Planning's ESGU Position: Q1 2026 in Review

RCS Financial Planning reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.2% in Q1 2026, selling an estimated $18.8K and leaving 10,641 shares worth $1.5M. The position accounts for 0.78% of the portfolio, ranked #21.

RCS Financial Planning first reported a position in ESGU in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.37M in Q4 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • RCS Financial Planning held 10,641 shares of iShares ESG Aware MSCI USA ETF worth $1.5M as of Q1 2026.
  • RCS Financial Planning sold 127 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $18.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.78% of RCS Financial Planning's portfolio in Q1 2026, its #21 holding.
  • RCS Financial Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
  • RCS Financial Planning's iShares ESG Aware MSCI USA ETF position peaked at $3.37M in Q4 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.