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 Q2	$21.6K	Hold	132	–	–	﹤0.01%	1526
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 $1.55T 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

Rothschild Investment LLC's ESGU Position: Q2 2026 in Review

Rothschild Investment LLC held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 132 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Rothschild Investment LLC first reported a position in ESGU in Q4 2023 and has held it in 11 quarters since. The position peaked at $50.8K in Q1 2024. 868 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Rothschild Investment LLC held 132 shares of iShares ESG Aware MSCI USA ETF worth $21.6K as of Q2 2026.
Rothschild Investment LLC left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1526 holding.
Rothschild Investment LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's iShares ESG Aware MSCI USA ETF position peaked at $50.8K in Q1 2024.
868 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.