Retirement Income Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Retirement Income Solutions’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	$7.71M	Hold	54,534	–	–	1.33%	11
2026 Q1	$7.71M	Buy	54,534 +227	+0.4%	+$33.6K	1.32%	11
2025 Q4	$8.09M	Buy	54,307 +5,256	+11%	+$777K	1.37%	12
2025 Q3	$7.14M	Sell	49,051 -726	-1%	-$102K	1.22%	12
2025 Q2	$6.73M	Sell	49,777 -20,396	-29%	-$2.55M	1.24%	14
2025 Q1	$8.55M	Sell	70,173 -140	-0.2%	-$18K	1.79%	8
2024 Q4	$9.06M	Buy	70,313 +19,279	+38%	+$2.5M	1.83%	8
2024 Q3	$6.44M	Buy	51,034 +2,069	+4%	+$251K	1.47%	12
2024 Q2	$5.84M	Buy	48,965 +34,857	+247%	+$4M	1.41%	12
2024 Q1	$1.62M	Buy	14,108 +480	+4%	+$52.6K	0.37%	35
2023 Q4	$1.43M	Buy	13,628 +7,629	+127%	+$747K	0.36%	36
2023 Q3	$563K	Buy	+5,999	New	+$588K	0.16%	65

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

Retirement Income Solutions's ESGU Position: Q2 2026 in Review

Retirement Income Solutions held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 54,534 shares worth $7.71M. The position accounts for 1.33% of the portfolio, ranked #11.

Retirement Income Solutions first reported a position in ESGU in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.06M in Q4 2024. 862 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Retirement Income Solutions held 54,534 shares of iShares ESG Aware MSCI USA ETF worth $7.71M as of Q2 2026.
Retirement Income Solutions left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 1.33% of Retirement Income Solutions's portfolio in Q2 2026, its #11 holding.
Retirement Income Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
Retirement Income Solutions's iShares ESG Aware MSCI USA ETF position peaked at $9.06M in Q4 2024.
862 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.