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Rollins Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Rollins Financial Advisors’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 		$208K Buy
+1,268
New +$200K 0.03% 163

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

Rollins Financial Advisors's ESGU Position: Q2 2026 in Review

Rollins Financial Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,268 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings.

863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Rollins Financial Advisors held 1,268 shares of iShares ESG Aware MSCI USA ETF worth $208K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new Rollins Financial Advisors position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Rollins Financial Advisors's portfolio in Q2 2026, its #163 holding.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.