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 Q3	$3.07M	Sell	18,030 -183	-1%	-$30.5K	1.74%	14
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

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Ridgeline Wealth's ESGU Position: Q3 2026 in Review

Ridgeline Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1% in Q3 2026, selling an estimated $30.5K and leaving 18,030 shares worth $3.07M. The position accounts for 1.74% of the portfolio, ranked #14.

Ridgeline Wealth first reported a position in ESGU in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.84M in Q4 2025. 246 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Ridgeline Wealth held 18,030 shares of iShares ESG Aware MSCI USA ETF worth $3.07M as of Q3 2026.
Ridgeline Wealth sold 183 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $30.5K.
iShares ESG Aware MSCI USA ETF made up 1.74% of Ridgeline Wealth's portfolio in Q3 2026, its #14 holding.
Ridgeline Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 8 quarters since.
Ridgeline Wealth's iShares ESG Aware MSCI USA ETF position peaked at $3.84M in Q4 2025.
246 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.