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

Robertson Stephens 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
Q1 		$933K Sell
6,594
-1,196
-15% -$177K 0.03% 313
2025
Q4 		$1.16M Buy
7,790
+45
+0.6% +$6.65K 0.03% 270
2025
Q3 		$1.13M Sell
7,745
-3,191
-29% -$447K 0.03% 239
2025
Q2 		$1.48M Buy
10,936
+389
+4% +$48.6K 0.05% 223
2025
Q1 		$1.29M Sell
10,547
-4,462
-30% -$575K 0.04% 236
2024
Q4 		$1.93M Buy
15,009
+9,762
+186% +$1.26M 0.07% 200
2024
Q3 		$662K Sell
5,247
-14
-0.3% -$1.7K 0.02% 352
2024
Q2 		$628K Sell
5,261
-13,629
-72% -$1.57M 0.03% 292
2024
Q1 		$2.17M Sell
18,890
-3,306
-15% -$362K 0.12% 146
2023
Q4 		$2.33M Sell
22,196
-7,627
-26% -$747K 0.14% 127
2023
Q3 		$2.81M Sell
29,823
-7,610
-20% -$745K 0.19% 112
2023
Q2 		$3.65M Sell
37,433
-432
-1% -$39.9K 0.26% 84
2023
Q1 		$3.42M Sell
37,865
-9,450
-20% -$836K 0.26% 84
2022
Q4 		$4.01M Sell
47,315
-6,831
-13% -$583K 0.39% 57
2022
Q3 		$4.3M Buy
54,146
+23,981
+79% +$2.12M 0.45% 45
2022
Q2 		$2.53M Sell
30,165
-45,021
-60% -$4.11M 0.24% 90
2022
Q1 		$7.62M Buy
75,186
+3,896
+5% +$390K 0.64% 31
2021
Q4 		$7.69M Buy
71,290
+7,983
+13% +$838K 0.65% 31
2021
Q3 		$6.23M Buy
63,307
+9,231
+17% +$935K 0.7% 33
2021
Q2 		$5.32M Buy
54,076
+12,943
+31% +$1.24M 0.64% 36
2021
Q1 		$3.74M Buy
41,133
+10,297
+33% +$915K 0.6% 34
2020
Q4 		$2.65M Buy
30,836
+14,964
+94% +$1.22M 0.55% 42
2020
Q3 		$1.21M Buy
15,872
+5,021
+46% +$378K 0.3% 64
2020
Q2 		$759K Buy
+10,851
New +$714K 0.22% 82

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

Robertson Stephens Wealth Management's ESGU Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 15% in Q1 2026, selling an estimated $177K and leaving 6,594 shares worth $933K. The position accounts for 0.03% of the portfolio, ranked #313.

Robertson Stephens Wealth Management first reported a position in ESGU in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.69M in Q4 2021. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Robertson Stephens Wealth Management held 6,594 shares of iShares ESG Aware MSCI USA ETF worth $933K as of Q1 2026.
  • Robertson Stephens Wealth Management sold 1,196 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $177K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #313 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
  • Robertson Stephens Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $7.69M in Q4 2021.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.