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Regal Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Regal Investment Advisors’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 		$2.23M Sell
15,784
-137
-0.9% -$20.3K 0.13% 183
2025
Q4 		$2.37M Sell
15,921
-1,743
-10% -$258K 0.14% 167
2025
Q3 		$2.57M Buy
17,664
+2,862
+19% +$401K 0.17% 151
2025
Q2 		$2M Sell
14,802
-2,717
-16% -$339K 0.15% 151
2025
Q1 		$2.14M Buy
17,519
+1,510
+9% +$194K 0.17% 142
2024
Q4 		$2.06M Buy
16,009
+38
+0.2% +$4.92K 0.16% 154
2024
Q3 		$2.02M Buy
15,971
+314
+2% +$38.1K 0.14% 171
2024
Q2 		$1.87M Sell
15,657
-298
-2% -$34.2K 0.12% 184
2024
Q1 		$1.83M Sell
15,955
-26,741
-63% -$2.93M 0.13% 181
2023
Q4 		$4.48M Buy
42,696
+1,512
+4% +$148K 0.34% 82
2023
Q3 		$3.87M Sell
41,184
-15,413
-27% -$1.51M 0.33% 84
2023
Q2 		$5.52M Sell
56,597
-605
-1% -$55.9K 0.46% 59
2023
Q1 		$5.17M Sell
57,202
-74,278
-56% -$6.57M 0.46% 63
2022
Q4 		$11.1M Sell
131,480
-10,918
-8% -$931K 1.08% 17
2022
Q3 		$11.3M Buy
142,398
+18,898
+15% +$1.67M 1.19% 16
2022
Q2 		$10.4M Sell
123,500
-6,277
-5% -$573K 1.08% 21
2022
Q1 		$13.2M Buy
129,777
+4,020
+3% +$403K 1.21% 13
2021
Q4 		$13.6M Buy
125,757
+14,164
+13% +$1.49M 1.2% 12
2021
Q3 		$11M Buy
111,593
+17,823
+19% +$1.81M 1.07% 16
2021
Q2 		$9.23M Buy
+93,770
New +$8.97M 0.93% 22
2021
Q1 		– Sell
-88,058
Closed -$7.58M – 136
2020
Q4 		$7.58M Buy
+88,058
New +$7.15M 0.86% 26
2020
Q3 		– Sell
-52,138
Closed -$3.65M – 55
2020
Q2 		$3.65M Buy
+52,138
New +$3.43M 0.67% 38

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

Regal Investment Advisors's ESGU Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.86% in Q1 2026, selling an estimated $20.3K and leaving 15,784 shares worth $2.23M. The position accounts for 0.13% of the portfolio, ranked #183.

Regal Investment Advisors first reported a position in ESGU in Q2 2020 and has held it in 22 quarters since. The position peaked at $13.6M in Q4 2021. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Regal Investment Advisors held 15,784 shares of iShares ESG Aware MSCI USA ETF worth $2.23M as of Q1 2026.
  • Regal Investment Advisors sold 137 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $20.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.13% of Regal Investment Advisors's portfolio in Q1 2026, its #183 holding.
  • Regal Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 22 quarters since.
  • Regal Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $13.6M in Q4 2021.
  • 808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.