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

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

Ridgeline Wealth's ESGU Position: Q2 2026 in Review

Ridgeline Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.83% in Q2 2026, selling an estimated $24.2K and leaving 18,213 shares worth $2.98M. 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 7 quarters since. The position peaked at $3.84M in Q4 2025. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Ridgeline Wealth held 18,213 shares of iShares ESG Aware MSCI USA ETF worth $2.98M as of Q2 2026.
Ridgeline Wealth sold 153 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $24.2K.
iShares ESG Aware MSCI USA ETF made up 1.74% of Ridgeline Wealth's portfolio in Q2 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 7 quarters since.
Ridgeline Wealth's iShares ESG Aware MSCI USA ETF position peaked at $3.84M in Q4 2025.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.