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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
Q2 		$1.44M Buy
8,795
+2,201
+33% +$348K 0.04% 257
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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Robertson Stephens Wealth Management's ESGU Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 33% in Q2 2026, buying an estimated $348K and bringing the position to 8,795 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #257.

Robertson Stephens Wealth Management first reported a position in ESGU in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.69M in Q4 2021. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Robertson Stephens Wealth Management held 8,795 shares of iShares ESG Aware MSCI USA ETF worth $1.44M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 2,201 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $348K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • Robertson Stephens Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $7.69M in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.