Ridgeline Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ridgeline Wealth’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	$2.98M	Sell	18,213 -153	-0.8%	-$24.2K	1.74%	14
2026 Q1	$2.6M	Sell	18,366 -7,419	-29%	-$1.1M	1.86%	14
2025 Q4	$3.84M	Sell	25,785 -14	-0.1%	-$2.07K	2.66%	11
2025 Q3	$3.76M	Sell	25,799 -125	-0.5%	-$17.5K	2.77%	10
2025 Q2	$3.51M	Sell	25,924 -122	-0.5%	-$15.2K	2.86%	10
2025 Q1	$3.18M	Sell	26,046 -371	-1%	-$47.8K	2.7%	10
2024 Q4	$3.4M	Buy	+26,417	New	+$3.42M	2.77%	11

Other funds holding ESGU

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

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return