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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
Q2 		$2.13M Sell
12,998
-417
-3% -$65.9K 0.86% 28
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RHS Financial's ESGU Position: Q2 2026 in Review

RHS Financial reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.1% in Q2 2026, selling an estimated $65.9K and leaving 12,998 shares worth $2.13M. The position accounts for 0.86% of the portfolio, ranked #28.

RHS Financial first reported a position in ESGU in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.68M in Q4 2024. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • RHS Financial held 12,998 shares of iShares ESG Aware MSCI USA ETF worth $2.13M as of Q2 2026.
  • RHS Financial sold 417 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $65.9K.
  • iShares ESG Aware MSCI USA ETF made up 0.86% of RHS Financial's portfolio in Q2 2026, its #28 holding.
  • RHS Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • RHS Financial's iShares ESG Aware MSCI USA ETF position peaked at $5.68M in Q4 2024.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.