Root Financial Partners
ESGU icon

Root Financial Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Root Financial Partners’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 		$147K Sell
883
-759
-46% -$126K ﹤0.01% 568
2026
Q2 		$269K Buy
1,642
+228
+16% +$36K 0.01% 314
2026
Q1 		$200K Sell
1,414
-2,218
-61% -$328K 0.01% 331
2025
Q4 		$541K Hold
3,632
– – 0.03% 150
2025
Q3 		$529K Buy
3,632
+52
+1% +$7.28K 0.03% 136
2025
Q2 		$484K Sell
3,580
-195
-5% -$24.3K 0.05% 122
2025
Q1 		$460K Sell
3,775
-274
-7% -$35.3K 0.05% 121
2024
Q4 		$522K Sell
4,049
-105
-3% -$13.6K 0.06% 110
2024
Q3 		$524K Sell
4,154
-84
-2% -$10.2K 0.08% 87
2024
Q2 		$506K Sell
4,238
-335
-7% -$38.5K 0.12% 66
2024
Q1 		$526K Sell
4,573
-294
-6% -$32.2K 0.16% 55
2023
Q4 		$511K Buy
4,867
+266
+6% +$26.1K 0.19% 52
2023
Q3 		$432K Hold
4,601
– – 0.23% 46
2023
Q2 		$448K Sell
4,601
-111
-2% -$10.2K 0.27% 44
2023
Q1 		$426K Buy
+4,712
New +$417K 0.3% 44

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Brookstone Capital Management
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IMPACTfolio
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Mission Wealth Management
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Root Financial Partners's ESGU Position: Q3 2026 in Review

Root Financial Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 46% in Q3 2026, selling an estimated $126K and leaving 883 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Root Financial Partners first reported a position in ESGU in Q1 2023 and has held it in 15 quarters since. The position peaked at $541K in Q4 2025. 378 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Root Financial Partners held 883 shares of iShares ESG Aware MSCI USA ETF worth $147K as of Q3 2026.
  • Root Financial Partners sold 759 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $126K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #568 holding.
  • Root Financial Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 15 quarters since.
  • Root Financial Partners's iShares ESG Aware MSCI USA ETF position peaked at $541K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.