Retirement Wealth Solutions
ESGU icon

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

Retirement Wealth 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
Q3 		$4.63K Sell
28
-2
-7% -$333 ﹤0.01% 394
2026
Q2 		$4.96K Sell
30
-1
-3% -$158 ﹤0.01% 342
2026
Q1 		$4.36K Hold
31
– – ﹤0.01% 345
2025
Q4 		$4.58K Hold
31
– – ﹤0.01% 323
2025
Q3 		$4.46K Hold
31
– – ﹤0.01% 326
2025
Q2 		$4.14K Buy
31
+1
+3% +$125 ﹤0.01% 323
2025
Q1 		$3.72K Sell
30
-7,753
-100% -$998K ﹤0.01% 318
2024
Q4 		$994K Buy
+7,783
New +$1.01M 0.84% 22

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Retirement Wealth Solutions's ESGU Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.7% in Q3 2026, selling an estimated $333 and leaving 28 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Retirement Wealth Solutions first reported a position in ESGU in Q4 2024 and has held it in 8 quarters since. The position peaked at $994K in Q4 2024. 378 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Retirement Wealth Solutions held 28 shares of iShares ESG Aware MSCI USA ETF worth $4.63K as of Q3 2026.
  • Retirement Wealth Solutions sold 2 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $333.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #394 holding.
  • Retirement Wealth Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's iShares ESG Aware MSCI USA ETF position peaked at $994K in Q4 2024.
  • 378 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.