Resonant Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Resonant Capital 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	$714K	Hold	5,048	–	–	0.04%	216
2025 Q4	$752K	Hold	5,048	–	–	0.04%	193
2025 Q3	$735K	Hold	5,048	–	–	0.04%	196
2025 Q2	$683K	Hold	5,048	–	–	0.04%	203
2025 Q1	$615K	Hold	5,048	–	–	0.04%	189
2024 Q4	$650K	Hold	5,048	–	–	0.05%	180
2024 Q3	$637K	Sell	5,048 -1,878	-27%	-$228K	0.05%	187
2024 Q2	$826K	Sell	6,926 -2,181	-24%	-$250K	0.07%	165
2024 Q1	$1.05M	Buy	+9,107	New	+$998K	0.09%	136

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Resonant Capital Advisors's ESGU Position: Q1 2026 in Review

Resonant Capital Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 5,048 shares worth $714K. The position accounts for 0.04% of the portfolio, ranked #216.

Resonant Capital Advisors first reported a position in ESGU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q1 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Resonant Capital Advisors held 5,048 shares of iShares ESG Aware MSCI USA ETF worth $714K as of Q1 2026.
Resonant Capital Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up 0.04% of Resonant Capital Advisors's portfolio in Q1 2026, its #216 holding.
Resonant Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 9 quarters since.
Resonant Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.05M in Q1 2024.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.