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 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%	-$10.3K	0.27%	44
2023 Q1	$426K	Buy	+4,712	New	+$417K	0.3%	44

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Root Financial Partners's ESGU Position: Q1 2026 in Review

Root Financial Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 61% in Q1 2026, selling an estimated $328K and leaving 1,414 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #331.

Root Financial Partners first reported a position in ESGU in Q1 2023 and has held it in 13 quarters since. The position peaked at $541K in Q4 2025. 807 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Root Financial Partners held 1,414 shares of iShares ESG Aware MSCI USA ETF worth $200K as of Q1 2026.
Root Financial Partners sold 2,218 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $328K.
iShares ESG Aware MSCI USA ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #331 holding.
Root Financial Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 13 quarters since.
Root Financial Partners's iShares ESG Aware MSCI USA ETF position peaked at $541K in Q4 2025.
807 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.