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 Q3	$884K	Sell	5,297 -11	-0.2%	-$1.83K	0.49%	20
2026 Q2	$869K	Sell	5,308 -79	-1%	-$12.5K	0.48%	20
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

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Shotwell Rutter Baer's ESGU Position: Q3 2026 in Review

Shotwell Rutter Baer reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.21% in Q3 2026, selling an estimated $1.83K and leaving 5,297 shares worth $884K. The position accounts for 0.49% of the portfolio, ranked #20.

Shotwell Rutter Baer first reported a position in ESGU in Q4 2023 and has held it in 12 quarters since. 179 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

Shotwell Rutter Baer held 5,297 shares of iShares ESG Aware MSCI USA ETF worth $884K as of Q3 2026.
Shotwell Rutter Baer sold 11 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $1.83K.
iShares ESG Aware MSCI USA ETF made up 0.49% of Shotwell Rutter Baer's portfolio in Q3 2026, its #20 holding.
Shotwell Rutter Baer first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 12 quarters since.
179 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.