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Shotwell Rutter Baer’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Shotwell Rutter Baer’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 		$762K Sell
5,387
-10
-0.2% -$1.48K 0.45% 21
2025
Q4 		$813K Sell
5,397
-68
-1% -$10.1K 0.49% 20
2025
Q3 		$804K Hold
5,465
– – 0.52% 20
2025
Q2 		$746K Sell
5,465
-137
-2% -$17.1K 0.51% 21
2025
Q1 		$618K Sell
5,602
-556
-9% -$71.6K 0.54% 21
2024
Q4 		$786K Sell
6,158
-346
-5% -$44.8K 0.66% 20
2024
Q3 		$819K Sell
6,504
-101
-2% -$12.3K 0.67% 19
2024
Q2 		$805K Sell
6,605
-809
-11% -$92.9K 0.71% 20
2024
Q1 		$847K Sell
7,414
-556
-7% -$60.9K 1.72% 8
2023
Q4 		$837K Buy
+7,970
New +$781K 0.8% 18

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shotwell Rutter Baer's ESGU Position: Q1 2026 in Review

Shotwell Rutter Baer reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.19% in Q1 2026, selling an estimated $1.48K and leaving 5,387 shares worth $762K. The position accounts for 0.45% of the portfolio, ranked #21.

Shotwell Rutter Baer first reported a position in ESGU in Q4 2023 and has held it in 10 quarters since. The position peaked at $847K in Q1 2024. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Shotwell Rutter Baer held 5,387 shares of iShares ESG Aware MSCI USA ETF worth $762K as of Q1 2026.
  • Shotwell Rutter Baer sold 10 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $1.48K.
  • iShares ESG Aware MSCI USA ETF made up 0.45% of Shotwell Rutter Baer's portfolio in Q1 2026, its #21 holding.
  • Shotwell Rutter Baer first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
  • Shotwell Rutter Baer's iShares ESG Aware MSCI USA ETF position peaked at $847K in Q1 2024.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.