Rockefeller Capital Management
ESGU icon

Rockefeller Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Rockefeller Capital 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 		$4.2M Buy
29,722
+1,612
+6% +$238K 0.01% 991
2025
Q4 		$4.19M Sell
28,110
-2,471
-8% -$365K 0.01% 938
2025
Q3 		$4.45M Buy
30,581
+284
+0.9% +$39.8K 0.01% 867
2025
Q2 		$4.1M Sell
30,297
-101
-0.3% -$12.6K 0.01% 868
2025
Q1 		$3.71M Buy
30,398
+585
+2% +$75.3K 0.01% 830
2024
Q4 		$3.84M Buy
29,813
+4,048
+16% +$524K 0.01% 798
2024
Q3 		$3.25M Buy
25,765
+1,906
+8% +$231K 0.01% 835
2024
Q2 		$2.85M Buy
23,859
+4,005
+20% +$460K 0.01% 856
2024
Q1 		$2.28M Buy
19,854
+1,516
+8% +$166K 0.01% 954
2023
Q4 		$1.92M Buy
18,338
+1,023
+6% +$100K 0.01% 928
2023
Q3 		$1.63M Buy
17,315
+5,812
+51% +$569K 0.01% 914
2023
Q2 		$1.12M Sell
11,503
-5,011
-30% -$463K ﹤0.01% 1039
2023
Q1 		$1.49M Sell
16,514
-97,040
-85% -$8.58M 0.01% 923
2022
Q4 		$9.62M Buy
113,554
+7,446
+7% +$635K 0.05% 368
2022
Q3 		$8.43M Sell
106,108
-252
-0.2% -$22.3K 0.04% 398
2022
Q2 		$8.92M Buy
106,360
+1,411
+1% +$129K 0.05% 375
2022
Q1 		$10.6M Buy
104,949
+23,993
+30% +$2.4M 0.05% 350
2021
Q4 		$8.73M Buy
80,956
+70,171
+651% +$7.36M 0.04% 377
2021
Q3 		$1.06M Sell
10,785
-1,197
-10% -$121K 0.01% 977
2021
Q2 		$1.18M Buy
11,982
+2,175
+22% +$208K 0.01% 874
2021
Q1 		$891K Buy
9,807
+5,061
+107% +$450K 0.01% 824
2020
Q4 		$408K Buy
4,746
+3,466
+271% +$281K ﹤0.01% 979
2020
Q3 		$97K Buy
1,280
+184
+17% +$13.9K ﹤0.01% 1267
2020
Q2 		$77K Buy
1,096
+1,048
+2,183% +$69K ﹤0.01% 1266
2020
Q1 		$3K Buy
+48
New +$3.27K ﹤0.01% 2086

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

Rockefeller Capital Management's ESGU Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.7% in Q1 2026, buying an estimated $238K and bringing the position to 29,722 shares worth $4.2M. The position accounts for 0.01% of the portfolio, ranked #991.

Rockefeller Capital Management first reported a position in ESGU in Q1 2020 and has held it in 25 quarters since. The position peaked at $10.6M in Q1 2022. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Rockefeller Capital Management held 29,722 shares of iShares ESG Aware MSCI USA ETF worth $4.2M as of Q1 2026.
  • Rockefeller Capital Management bought 1,612 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $238K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #991 holding.
  • Rockefeller Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 25 quarters since.
  • Rockefeller Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $10.6M in Q1 2022.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.