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

Rede Wealth’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 		$318K Hold
2,247
– – 0.11% 81
2025
Q4 		$335K Buy
+2,247
New +$332K 0.12% 82
2025
Q3 		– Sell
-2,261
Closed -$306K – 130
2025
Q2 		$306K Hold
2,261
– – 0.11% 88
2025
Q1 		$276K Hold
2,261
– – 0.1% 86
2024
Q4 		$291K Sell
2,261
-75
-3% -$9.72K 0.11% 86
2024
Q3 		$295K Hold
2,336
– – 0.11% 83
2024
Q2 		$279K Hold
2,336
– – 0.26% 85
2024
Q1 		$269K Sell
2,336
-14
-0.6% -$1.53K 0.11% 85
2023
Q4 		$247K Sell
2,350
-119
-5% -$11.7K 0.12% 84
2023
Q3 		$232K Hold
2,469
– – 0.12% 74
2023
Q2 		$241K Hold
2,469
– – 0.11% 85
2023
Q1 		$223K Sell
2,469
-942
-28% -$83.3K 0.12% 86
2022
Q4 		$289K Sell
3,411
-3,290
-49% -$281K 0.15% 74
2022
Q3 		$532K Sell
6,701
-400
-6% -$35.4K 0.32% 40
2022
Q2 		$596K Sell
7,101
-20,478
-74% -$1.87M 0.35% 38
2022
Q1 		$2.79M Buy
27,579
+1,602
+6% +$160K 1.31% 8
2021
Q4 		$2.8M Buy
25,977
+349
+1% +$36.6K 1.41% 8
2021
Q3 		$2.52M Buy
25,628
+1,663
+7% +$169K 1.34% 9
2021
Q2 		$2.36M Buy
23,965
+1,384
+6% +$132K 1.26% 8
2021
Q1 		$2.05M Buy
22,581
+2,479
+12% +$220K 1.19% 10
2020
Q4 		$1.73M Buy
+20,102
New +$1.63M 1.18% 12

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

Rede Wealth's ESGU Position: Q1 2026 in Review

Rede Wealth held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 2,247 shares worth $318K. The position accounts for 0.11% of the portfolio, ranked #81.

Rede Wealth first reported a position in ESGU in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.8M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Rede Wealth held 2,247 shares of iShares ESG Aware MSCI USA ETF worth $318K as of Q1 2026.
  • Rede Wealth left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Rede Wealth's portfolio in Q1 2026, its #81 holding.
  • Rede Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 21 quarters since.
  • Rede Wealth's iShares ESG Aware MSCI USA ETF position peaked at $2.8M in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.