RHS Financial
ESGU icon

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
Q3 		$2.2M Buy
13,210
+212
+2% +$35.3K 0.75% 35
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

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KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

RHS Financial's ESGU Position: Q3 2026 in Review

RHS Financial increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.6% in Q3 2026, buying an estimated $35.3K and bringing the position to 13,210 shares worth $2.2M. The position accounts for 0.75% of the portfolio, ranked #35.

RHS Financial first reported a position in ESGU in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.68M in Q4 2024. 496 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • RHS Financial held 13,210 shares of iShares ESG Aware MSCI USA ETF worth $2.2M as of Q3 2026.
  • RHS Financial bought 212 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $35.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.75% of RHS Financial's portfolio in Q3 2026, its #35 holding.
  • RHS Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 27 quarters since.
  • RHS Financial's iShares ESG Aware MSCI USA ETF position peaked at $5.68M in Q4 2024.
  • 496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.