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 Q2	$826K	Hold	5,048	–	–	0.04%	214
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Resonant Capital Advisors's ESGU Position: Q2 2026 in Review

Resonant Capital Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 5,048 shares worth $826K. The position accounts for 0.04% of the portfolio, ranked #214.

Resonant Capital Advisors first reported a position in ESGU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q1 2024. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Resonant Capital Advisors held 5,048 shares of iShares ESG Aware MSCI USA ETF worth $826K as of Q2 2026.
Resonant Capital Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.04% of Resonant Capital Advisors's portfolio in Q2 2026, its #214 holding.
Resonant Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
Resonant Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.05M in Q1 2024.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.