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Riverwater Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Riverwater Partners’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
Q1 		$845K Buy
5,972
+13
+0.2% +$1.92K 0.28% 98
2025
Q4 		$888K Sell
5,959
-53
-0.9% -$7.84K 0.34% 87
2025
Q3 		$875K Buy
6,012
+5
+0.1% +$700 0.36% 84
2025
Q2 		$813K Sell
6,007
-819
-12% -$102K 0.38% 82
2025
Q1 		$832K Buy
6,826
+1,903
+39% +$245K 0.43% 73
2024
Q4 		$634K Sell
4,923
-130
-3% -$16.8K 0.31% 87
2024
Q3 		$631K Sell
5,053
-44
-0.9% -$5.34K 0.31% 89
2024
Q2 		$608K Sell
5,097
-117
-2% -$13.4K 0.45% 62
2024
Q1 		$599K Sell
5,214
-434
-8% -$47.6K 0.44% 63
2023
Q4 		$593K Sell
5,648
-1,186
-17% -$116K 0.47% 59
2023
Q3 		$642K Sell
6,834
-1,166
-15% -$114K 0.58% 48
2023
Q2 		$780K Buy
8,000
+1
+0% +$92 0.69% 39
2023
Q1 		$724K Sell
7,999
-2,676
-25% -$237K 0.66% 43
2022
Q4 		$905K Sell
10,675
-5,170
-33% -$441K 0.77% 32
2022
Q3 		$1.26M Buy
15,845
+4,324
+38% +$383K 1.26% 7
2022
Q2 		$967K Buy
11,521
+33
+0.3% +$3.02K 0.97% 20
2022
Q1 		$1.16M Sell
11,488
-107
-0.9% -$10.7K 1.92% 8
2021
Q4 		$1.25M Buy
+11,595
New +$1.22M 1.11% 13

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Riverwater Partners's ESGU Position: Q1 2026 in Review

Riverwater Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.22% in Q1 2026, buying an estimated $1.92K and bringing the position to 5,972 shares worth $845K. The position accounts for 0.28% of the portfolio, ranked #98.

Riverwater Partners first reported a position in ESGU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.26M in Q3 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Riverwater Partners held 5,972 shares of iShares ESG Aware MSCI USA ETF worth $845K as of Q1 2026.
  • Riverwater Partners bought 13 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $1.92K.
  • iShares ESG Aware MSCI USA ETF made up 0.28% of Riverwater Partners's portfolio in Q1 2026, its #98 holding.
  • Riverwater Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 18 quarters since.
  • Riverwater Partners's iShares ESG Aware MSCI USA ETF position peaked at $1.26M in Q3 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.