RKL Wealth Management
ESGU icon

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

RKL Wealth Management’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 		$552K Buy
3,311
+8
+0.2% +$1.33K 0.04% 128
2026
Q2 		$541K Sell
3,303
-135
-4% -$21.3K 0.04% 130
2026
Q1 		$486K Buy
3,438
+8
+0.2% +$1.18K 0.04% 128
2025
Q4 		$511K Buy
3,430
+11
+0.3% +$1.63K 0.04% 128
2025
Q3 		$498K Sell
3,419
-314
-8% -$44K 0.04% 125
2025
Q2 		$505K Buy
3,733
+9
+0.2% +$1.12K 0.04% 127
2025
Q1 		$454K Buy
3,724
+10
+0.3% +$1.29K 0.04% 126
2024
Q4 		$478K Buy
3,714
+11
+0.3% +$1.42K 0.04% 124
2024
Q3 		$467K Buy
3,703
+13
+0.4% +$1.58K 0.04% 106
2024
Q2 		$440K Sell
3,690
-424
-10% -$48.7K 0.04% 101
2024
Q1 		$473K Sell
4,114
-192
-4% -$21K 0.05% 101
2023
Q4 		$452K Buy
4,306
+12
+0.3% +$1.18K 0.05% 101
2023
Q3 		$403K Hold
4,294
– – 0.05% 100
2023
Q2 		$419K Sell
4,294
-3
-0.1% -$277 0.05% 104
2023
Q1 		$389K Sell
4,297
-43
-1% -$3.8K 0.05% 104
2022
Q4 		$368K Sell
4,340
-86
-2% -$7.34K 0.05% 108
2022
Q3 		$351K Sell
4,426
-32
-0.7% -$2.83K 0.05% 107
2022
Q2 		$374K Buy
4,458
+14
+0.3% +$1.28K 0.05% 104
2022
Q1 		$450K Buy
4,444
+870
+24% +$87.1K 0.05% 103
2021
Q4 		$386K Sell
3,574
-99
-3% -$10.4K 0.05% 98
2021
Q3 		$362K Hold
3,673
– – 0.05% 99
2021
Q2 		$362K Buy
3,673
+53
+1% +$5.07K 0.05% 105
2021
Q1 		$329K Hold
3,620
– – 0.04% 105
2020
Q4 		$311K Buy
3,620
+13
+0.4% +$1.06K 0.04% 106
2020
Q3 		$275K Buy
3,607
+13
+0.4% +$979 0.04% 106
2020
Q2 		$252K Buy
3,594
+21
+0.6% +$1.38K 0.04% 104
2020
Q1 		$205K Buy
+3,573
New +$243K 0.04% 109

Other funds holding ESGU

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rock Creek Group
Rock Creek Group Washington, District of Columbia $1.04B AUM 6.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

RKL Wealth Management's ESGU Position: Q3 2026 in Review

RKL Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.24% in Q3 2026, buying an estimated $1.33K and bringing the position to 3,311 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #128.

RKL Wealth Management first reported a position in ESGU in Q1 2020 and has held it in 27 quarters since. 568 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • RKL Wealth Management held 3,311 shares of iShares ESG Aware MSCI USA ETF worth $552K as of Q3 2026.
  • RKL Wealth Management bought 8 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $1.33K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of RKL Wealth Management's portfolio in Q3 2026, its #128 holding.
  • RKL Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 27 quarters since.
  • 568 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.