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Retirement Capital Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Retirement Capital Strategies’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 		$1.02M Sell
7,241
-226
-3% -$33.4K 0.39% 39
2025
Q4 		$1.11M Sell
7,467
-102
-1% -$15.1K 0.41% 38
2025
Q3 		$1.1M Sell
7,569
-84
-1% -$11.8K 0.42% 40
2025
Q2 		$1.04M Sell
7,653
-398
-5% -$49.7K 0.41% 40
2025
Q1 		$982K Sell
8,051
-334
-4% -$43K 0.38% 46
2024
Q4 		$1.08M Sell
8,385
-140
-2% -$18.1K 0.41% 37
2024
Q3 		$1.08M Sell
8,525
-227
-3% -$27.6K 0.42% 36
2024
Q2 		$1.04M Sell
8,752
-525
-6% -$60.3K 0.42% 41
2024
Q1 		$1.07M Sell
9,277
-2,212
-19% -$242K 0.44% 41
2023
Q4 		$1.21M Buy
11,489
+1
+0% +$98 0.52% 32
2023
Q3 		$1.08M Sell
11,488
-389
-3% -$38.1K 0.51% 29
2023
Q2 		$1.16M Buy
11,877
+1,256
+12% +$116K 0.53% 32
2023
Q1 		$961K Buy
10,621
+1,814
+21% +$160K 0.47% 24
2022
Q4 		$746K Sell
8,807
-1,144
-11% -$97.6K 0.37% 23
2022
Q3 		$790K Sell
9,951
-2,289
-19% -$203K 0.36% 24
2022
Q2 		$1.03M Buy
12,240
+1,320
+12% +$121K 0.46% 26
2022
Q1 		$1.07M Sell
10,920
-135,571
-93% -$13.6M 0.43% 26
2021
Q4 		$15.8M Buy
146,491
+4,049
+3% +$425K 5.8% 5
2021
Q3 		$14M Buy
142,442
+132,213
+1,293% +$13.4M 5.38% 6
2021
Q2 		$1.01M Hold
10,229
– – 0.38% 39
2021
Q1 		$930K Sell
10,229
-1,106
-10% -$98.3K 0.37% 44
2020
Q4 		$975K Sell
11,335
-29,032
-72% -$2.36M 0.4% 39
2020
Q3 		$3M Buy
40,367
+2,757
+7% +$208K 1.39% 24
2020
Q2 		$2.63M Sell
37,610
-79,871
-68% -$5.26M 1.25% 18
2020
Q1 		$6.75M Buy
117,481
+73,546
+167% +$5.01M 3.69% 9
2019
Q4 		$3.13M Buy
43,935
+13,705
+45% +$933K 1.49% 14
2019
Q3 		$1.98M Sell
30,230
-4,216
-12% -$274K 0.99% 16
2019
Q2 		$2.22M Buy
34,446
+879
+3% +$55.7K 1.11% 16
2019
Q1 		$2.09M Buy
33,567
+1,432
+4% +$85.4K 1.05% 16
2018
Q4 		$1.76M Buy
32,135
+17,720
+123% +$1.05M 0.99% 17
2018
Q3 		$922K Buy
+14,415
New +$902K 0.46% 19

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

Retirement Capital Strategies's ESGU Position: Q1 2026 in Review

Retirement Capital Strategies reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3% in Q1 2026, selling an estimated $33.4K and leaving 7,241 shares worth $1.02M. The position accounts for 0.39% of the portfolio, ranked #39.

Retirement Capital Strategies first reported a position in ESGU in Q3 2018 and has held it in 31 quarters since. The position peaked at $15.8M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Retirement Capital Strategies held 7,241 shares of iShares ESG Aware MSCI USA ETF worth $1.02M as of Q1 2026.
  • Retirement Capital Strategies sold 226 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $33.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.39% of Retirement Capital Strategies's portfolio in Q1 2026, its #39 holding.
  • Retirement Capital Strategies first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2018 and has held it in 31 quarters since.
  • Retirement Capital Strategies's iShares ESG Aware MSCI USA ETF position peaked at $15.8M in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.