Rehmann Capital Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.22M Buy
8,656
+72
+0.8% +$10.7K 0.06% 216
2025
Q4
$1.28M Sell
8,584
-433
-5% -$64K 0.07% 197
2025
Q3
$1.31M Sell
9,017
-323
-3% -$45.2K 0.07% 190
2025
Q2
$1.26M Buy
9,340
+80
+0.9% +$9.99K 0.08% 177
2025
Q1
$1.13M Sell
9,260
-184
-2% -$23.7K 0.07% 204
2024
Q4
$1.22M Buy
9,444
+414
+5% +$53.6K 0.08% 189
2024
Q3
$1.14M Sell
9,030
-757
-8% -$91.9K 0.07% 198
2024
Q2
$1.17M Sell
9,787
-671
-6% -$77.1K 0.08% 184
2024
Q1
$1.2M Sell
10,458
-552
-5% -$60.5K 0.09% 181
2023
Q4
$1.16M Buy
11,010
+378
+4% +$37K 0.1% 167
2023
Q3
$999K Sell
10,632
-1,853
-15% -$181K 0.09% 171
2023
Q2
$1.22M Sell
12,485
-274
-2% -$25.3K 0.11% 154
2023
Q1
$1.15M Buy
12,759
+542
+4% +$47.9K 0.11% 158
2022
Q4
$1.04M Sell
12,217
-1,759
-13% -$150K 0.11% 172
2022
Q3
$1.11M Buy
13,976
+668
+5% +$59.2K 0.12% 149
2022
Q2
$1.12M Sell
13,308
-911
-6% -$83.2K 0.12% 147
2022
Q1
$1.44M Sell
14,219
-1,088
-7% -$109K 0.14% 136
2021
Q4
$1.65M Buy
15,307
+2,251
+17% +$236K 0.15% 118
2021
Q3
$1.29M Buy
13,056
+1,479
+13% +$150K 0.12% 146
2021
Q2
$1.15M Buy
11,577
+5,427
+88% +$519K 0.11% 154
2021
Q1
$559K Buy
6,150
+1,179
+24% +$105K 0.06% 271
2020
Q4
$428K Buy
+4,971
New +$404K 0.05% 298
2020
Q2
Sell
-4,481
Closed -$258K 428
2020
Q1
$258K Buy
+4,481
New +$305K 0.04% 320
2019
Q3
Sell
-142
Closed -$9.16K 1783
2019
Q2
$9.16K Hold
142
﹤0.01% 1377
2019
Q1
$8.82K Buy
+142
New +$8.47K ﹤0.01% 1365

Other funds holding ESGU

Rehmann Capital Advisory Group's ESGU Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.84% in Q1 2026, buying an estimated $10.7K and bringing the position to 8,656 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #216.

Rehmann Capital Advisory Group first reported a position in ESGU in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.65M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Rehmann Capital Advisory Group held 8,656 shares of iShares ESG Aware MSCI USA ETF worth $1.22M as of Q1 2026.
  • Rehmann Capital Advisory Group bought 72 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $10.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #216 holding.
  • Rehmann Capital Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2019 and has held it in 25 quarters since.
  • Rehmann Capital Advisory Group's iShares ESG Aware MSCI USA ETF position peaked at $1.65M in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.