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RHS Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

RHS Financial’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 		$1.9M Sell
13,415
-63
-0.5% -$9.32K 0.9% 29
2025
Q4 		$2.01M Sell
13,478
-1,435
-10% -$212K 0.98% 28
2025
Q3 		$2.17M Sell
14,913
-260
-2% -$36.4K 1.13% 28
2025
Q2 		$2.05M Sell
15,173
-15,949
-51% -$1.99M 1.17% 27
2025
Q1 		$3.79M Sell
31,122
-12,985
-29% -$1.67M 2.13% 13
2024
Q4 		$5.68M Buy
44,107
+5,014
+13% +$650K 2.94% 7
2024
Q3 		$4.93M Sell
39,093
-4,729
-11% -$574K 2.48% 12
2024
Q2 		$5.23M Sell
43,822
-590
-1% -$67.8K 3.2% 11
2024
Q1 		$5.11M Buy
44,412
+2,565
+6% +$281K 2.97% 10
2023
Q4 		$4.39M Buy
41,847
+1,027
+3% +$101K 2.78% 12
2023
Q3 		$3.83M Buy
40,820
+1,925
+5% +$189K 2.68% 11
2023
Q2 		$3.79M Buy
38,895
+609
+2% +$56.2K 2.78% 11
2023
Q1 		$3.46M Sell
38,286
-2,927
-7% -$259K 2.63% 11
2022
Q4 		$3.49M Buy
41,213
+1,849
+5% +$158K 2.78% 8
2022
Q3 		$3.13M Sell
39,364
-4,780
-11% -$423K 2.78% 12
2022
Q2 		$3.7M Buy
44,144
+12,746
+41% +$1.16M 3.04% 12
2022
Q1 		$3.18M Buy
31,398
+5,714
+22% +$572K 2.34% 16
2021
Q4 		$2.77M Buy
25,684
+7,592
+42% +$797K 1.92% 18
2021
Q3 		$1.78M Buy
18,092
+3,729
+26% +$378K 1.3% 26
2021
Q2 		$1.41M Buy
14,363
+6,533
+83% +$625K 1.06% 34
2021
Q1 		$711K Buy
7,830
+1,612
+26% +$143K 0.59% 42
2020
Q4 		$535K Sell
6,218
-1,778
-22% -$144K 0.46% 47
2020
Q3 		$609K Buy
7,996
+2,654
+50% +$200K 0.61% 44
2020
Q2 		$374K Buy
5,342
+257
+5% +$16.9K 0.44% 50
2020
Q1 		$292K Buy
+5,085
New +$346K 0.39% 55

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

RHS Financial's ESGU Position: Q1 2026 in Review

RHS Financial reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.47% in Q1 2026, selling an estimated $9.32K and leaving 13,415 shares worth $1.9M. The position accounts for 0.9% of the portfolio, ranked #29.

RHS Financial first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.68M in Q4 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • RHS Financial held 13,415 shares of iShares ESG Aware MSCI USA ETF worth $1.9M as of Q1 2026.
  • RHS Financial sold 63 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $9.32K.
  • iShares ESG Aware MSCI USA ETF made up 0.9% of RHS Financial's portfolio in Q1 2026, its #29 holding.
  • RHS Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • RHS Financial's iShares ESG Aware MSCI USA ETF position peaked at $5.68M in Q4 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.