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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
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 		$4.13K 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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

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

Retirement Wealth Solutions reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.2% in Q2 2026, selling an estimated $158 and leaving 30 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Retirement Wealth Solutions first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $994K in Q4 2024. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Retirement Wealth Solutions held 30 shares of iShares ESG Aware MSCI USA ETF worth $4.96K as of Q2 2026.
  • Retirement Wealth Solutions sold 1 iShares ESG Aware MSCI USA ETF share in Q2 2026, an estimated $158.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #342 holding.
  • Retirement Wealth Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's iShares ESG Aware MSCI USA ETF position peaked at $994K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.