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Relyea Zuckerberg Hanson’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Relyea Zuckerberg Hanson’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 		$12.9M Buy
78,634
+216
+0.3% +$34.2K 1.07% 21
2026
Q1 		$11.1M Buy
78,418
+201
+0.3% +$29.7K 1.12% 18
2025
Q4 		$11.7M Buy
78,217
+732
+0.9% +$108K 1.18% 15
2025
Q3 		$11.3M Sell
77,485
-2,427
-3% -$340K 1.19% 15
2025
Q2 		$10.8M Sell
79,912
-2,034
-2% -$254K 1.27% 15
2025
Q1 		$9.99M Buy
81,946
+6,944
+9% +$894K 1.35% 15
2024
Q4 		$9.66M Sell
75,002
-307
-0.4% -$39.8K 1.3% 13
2024
Q3 		$9.5M Buy
75,309
+2,684
+4% +$326K 1.45% 12
2024
Q2 		$8.67M Buy
72,625
+1,685
+2% +$194K 1.45% 13
2024
Q1 		$8.16M Buy
70,940
+8,296
+13% +$909K 1.43% 14
2023
Q4 		$6.57M Buy
62,644
+19,091
+44% +$1.87M 1.28% 14
2023
Q3 		$4.09M Buy
43,553
+5,269
+14% +$516K 0.93% 19
2023
Q2 		$3.73M Buy
38,284
+6,868
+22% +$634K 0.84% 22
2023
Q1 		$2.84M Buy
31,416
+6,671
+27% +$590K 0.69% 28
2022
Q4 		$2.1M Buy
24,745
+20,234
+449% +$1.73M 0.6% 29
2022
Q3 		$358K Sell
4,511
-14,002
-76% -$1.24M 0.13% 102
2022
Q2 		$1.55M Buy
18,513
+4,423
+31% +$404K 0.58% 31
2022
Q1 		$1.4M Buy
+14,090
New +$1.41M 0.46% 36

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Relyea Zuckerberg Hanson's ESGU Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.28% in Q2 2026, buying an estimated $34.2K and bringing the position to 78,634 shares worth $12.9M. The position accounts for 1.07% of the portfolio, ranked #21.

Relyea Zuckerberg Hanson first reported a position in ESGU in Q1 2022 and has held it in 18 quarters since. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Relyea Zuckerberg Hanson held 78,634 shares of iShares ESG Aware MSCI USA ETF worth $12.9M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 216 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $34.2K.
  • iShares ESG Aware MSCI USA ETF made up 1.07% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #21 holding.
  • Relyea Zuckerberg Hanson first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 18 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.