Rothschild Investment LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Rothschild Investment LLC’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	$18.7K	Hold	132	–	–	﹤0.01%	1445
2025 Q4	$19.7K	Hold	132	–	–	﹤0.01%	1324
2025 Q3	$19.2K	Sell	132 -137	-51%	-$19.2K	﹤0.01%	1238
2025 Q2	$36.4K	Buy	269 +104	+63%	+$13K	﹤0.01%	860
2025 Q1	$20.1K	Sell	165 -125	-43%	-$16.1K	﹤0.01%	996
2024 Q4	$37.4K	Hold	290	–	–	﹤0.01%	851
2024 Q3	$36.6K	Hold	290	–	–	﹤0.01%	856
2024 Q2	$34.6K	Sell	290 -152	-34%	-$17.5K	﹤0.01%	840
2024 Q1	$50.8K	Buy	442 +18	+4%	+$1.97K	﹤0.01%	724
2023 Q4	$44.5K	Buy	+424	New	+$41.5K	﹤0.01%	677

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

Rothschild Investment LLC's ESGU Position: Q1 2026 in Review

Rothschild Investment LLC held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2026 at 132 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Rothschild Investment LLC first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $50.8K in Q1 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

Rothschild Investment LLC held 132 shares of iShares ESG Aware MSCI USA ETF worth $18.7K as of Q1 2026.
Rothschild Investment LLC left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1445 holding.
Rothschild Investment LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
Rothschild Investment LLC's iShares ESG Aware MSCI USA ETF position peaked at $50.8K in Q1 2024.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.