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

Rossby Financial’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	$848K	Buy	5,183 +556	+12%	+$87.9K	0.16%	128
2026 Q1	$659K	Buy	4,627 +894	+24%	+$132K	0.13%	142
2025 Q4	$556K	Sell	3,733 -254	-6%	-$37.6K	0.17%	104
2025 Q3	$583K	Buy	3,987 +101	+3%	+$14.1K	0.19%	100
2025 Q2	$526K	Sell	3,886 -72,034	-95%	-$8.99M	0.19%	102
2025 Q1	$9.11M	Sell	75,920 -20,983	-22%	-$2.7M	3.84%	2
2024 Q4	$12.5M	Buy	+96,903	New	+$12.6M	7.73%	1

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rossby Financial's ESGU Position: Q2 2026 in Review

Rossby Financial increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 12% in Q2 2026, buying an estimated $87.9K and bringing the position to 5,183 shares worth $848K. The position accounts for 0.16% of the portfolio, ranked #128.

Rossby Financial first reported a position in ESGU in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.5M in Q4 2024. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Rossby Financial held 5,183 shares of iShares ESG Aware MSCI USA ETF worth $848K as of Q2 2026.
Rossby Financial bought 556 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $87.9K.
iShares ESG Aware MSCI USA ETF made up 0.16% of Rossby Financial's portfolio in Q2 2026, its #128 holding.
Rossby Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Rossby Financial's iShares ESG Aware MSCI USA ETF position peaked at $12.5M in Q4 2024.
863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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