Rise Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-559	Closed	-$81.5K	–	541
2025 Q3	$81.5K	Buy	559 +1	+0.2%	+$140	0.03%	185
2025 Q2	$75.5K	Buy	558 +1	+0.2%	+$125	0.03%	188
2025 Q1	$67.9K	Buy	557 +2	+0.4%	+$258	0.03%	192
2024 Q4	$71.5K	Buy	555 +2	+0.4%	+$259	0.03%	175
2024 Q3	$69.8K	Buy	553 +2	+0.4%	+$243	0.03%	184
2024 Q2	$65.8K	Buy	551 +1	+0.2%	+$115	0.03%	195
2024 Q1	$63.2K	Buy	550 +2	+0.4%	+$219	0.03%	192
2023 Q4	$57.5K	Buy	548 +4	+0.7%	+$392	0.04%	145
2023 Q3	$51.1K	Hold	544	–	–	0.04%	136
2023 Q2	$53K	Buy	544 +1	+0.2%	+$92	0.04%	141
2023 Q1	$49.1K	Buy	543 +3	+0.6%	+$265	0.04%	152
2022 Q4	$45.7K	Buy	540 +3	+0.6%	+$256	0.04%	160
2022 Q3	$43K	Buy	537 +2	+0.4%	+$177	0.04%	168
2022 Q2	$45K	Buy	535 +2	+0.4%	+$183	0.05%	146
2022 Q1	$54K	Buy	533 +2	+0.4%	+$200	0.05%	143
2021 Q4	$57.3K	Buy	+531	New	+$55.7K	0.05%	136

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rise Advisors's ESGU Position: Q4 2025 in Review

Rise Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 559 shares — an estimated $81.5K sold.

Rise Advisors first reported a position in ESGU in Q4 2021 and held it in 16 quarters. The position peaked at $81.5K in Q3 2025. 830 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

Rise Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 559 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $81.5K.
Rise Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's iShares ESG Aware MSCI USA ETF position peaked at $81.5K in Q3 2025.
830 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.