Rice Partnership’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Rice Partnership’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	–	Sell	-204	Closed	-$28.9K	–	175
2026 Q1	$28.9K	Hold	204	–	–	﹤0.01%	159
2025 Q4	$30.4K	Hold	204	–	–	﹤0.01%	154
2025 Q3	$29.7K	Sell	204 -9	-4%	-$1.26K	﹤0.01%	154
2025 Q2	$28.8K	Hold	213	–	–	0.01%	148
2025 Q1	$26K	Hold	213	–	–	0.01%	130
2024 Q4	$27.4K	Sell	213 -9	-4%	-$1.17K	0.01%	145
2024 Q3	$28K	Hold	222	–	–	0.01%	146
2024 Q2	$26.5K	Hold	222	–	–	0.01%	132
2024 Q1	$25.5K	Sell	222 -15	-6%	-$1.64K	0.01%	123
2023 Q4	$24.9K	Sell	237 -10	-4%	-$979	0.01%	114
2023 Q3	$23.2K	Sell	247 -44	-15%	-$4.31K	0.01%	118
2023 Q2	$28.4K	Sell	291 -13	-4%	-$1.2K	0.01%	125
2023 Q1	$27.5K	Sell	304 -34	-10%	-$3.01K	0.01%	113
2022 Q4	$28.6K	Buy	+338	New	+$28.8K	0.01%	106

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rice Partnership's ESGU Position: Q2 2026 in Review

Rice Partnership sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026, closing a stake of 204 shares — an estimated $28.9K sold.

Rice Partnership first reported a position in ESGU in Q4 2022 and held it in 14 quarters. The position peaked at $30.4K in Q4 2025. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Rice Partnership reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
Rice Partnership sold 204 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $28.9K.
Rice Partnership first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 14 quarters.
Rice Partnership's iShares ESG Aware MSCI USA ETF position peaked at $30.4K in Q4 2025.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.