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

RTD Financial Advisors’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	$1.73M	Buy	10,600 +57	+0.5%	+$9.01K	0.19%	65
2026 Q1	$1.49M	Buy	10,543 +693	+7%	+$103K	0.18%	63
2025 Q4	$1.47M	Sell	9,850 -25	-0.3%	-$3.7K	0.18%	57
2025 Q3	$1.44M	Sell	9,875 -1,165	-11%	-$163K	0.17%	58
2025 Q2	$1.49M	Sell	11,040 -1,045	-9%	-$130K	0.19%	57
2025 Q1	$1.47M	Buy	12,085 +51	+0.4%	+$6.57K	0.2%	56
2024 Q4	$1.55M	Sell	12,034 -456	-4%	-$59.1K	0.2%	54
2024 Q3	$1.58M	Buy	12,490 +479	+4%	+$58.2K	0.2%	55
2024 Q2	$1.43M	Sell	12,011 -34	-0.3%	-$3.9K	0.19%	58
2024 Q1	$1.38M	Sell	12,045 -198	-2%	-$21.7K	0.19%	57
2023 Q4	$1.28M	Buy	12,243 +491	+4%	+$48.1K	0.18%	58
2023 Q3	$1.1M	Buy	11,752 +43	+0.4%	+$4.21K	0.17%	56
2023 Q2	$1.14M	Sell	11,709 -3,798	-24%	-$351K	0.17%	55
2023 Q1	$1.4M	Buy	15,507 +810	+6%	+$71.6K	0.22%	51
2022 Q4	$1.25M	Buy	14,697 +1,149	+8%	+$98K	0.2%	52
2022 Q3	$1.08M	Sell	13,548 -449	-3%	-$39.8K	0.2%	53
2022 Q2	$1.17M	Buy	13,997 +2,981	+27%	+$272K	0.18%	57
2022 Q1	$1.12M	Sell	11,016 -8	-0.1%	-$801	0.15%	60
2021 Q4	$1.19M	Buy	+11,024	New	+$1.16M	0.16%	59

Other funds holding ESGU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

RTD Financial Advisors's ESGU Position: Q2 2026 in Review

RTD Financial Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.54% in Q2 2026, buying an estimated $9.01K and bringing the position to 10,600 shares worth $1.73M. The position accounts for 0.19% of the portfolio, ranked #65.

RTD Financial Advisors first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. 149 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

RTD Financial Advisors held 10,600 shares of iShares ESG Aware MSCI USA ETF worth $1.73M as of Q2 2026.
RTD Financial Advisors bought 57 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $9.01K.
iShares ESG Aware MSCI USA ETF made up 0.19% of RTD Financial Advisors's portfolio in Q2 2026, its #65 holding.
RTD Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
149 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.