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RAFFA WEALTH MANAGEMENT, LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 		$17.8K Hold
109
– – ﹤0.01% 308
2026
Q1 		$15.4K Buy
109
+1
+0.9% +$148 ﹤0.01% 314
2025
Q4 		$16.1K Hold
108
– – ﹤0.01% 300
2025
Q3 		$15.7K Hold
108
– – ﹤0.01% 290
2025
Q2 		$14.6K Buy
108
+1
+0.9% +$125 ﹤0.01% 308
2025
Q1 		$13.1K Hold
107
– – ﹤0.01% 278
2024
Q4 		$13.8K Sell
107
-20
-16% -$2.59K ﹤0.01% 276
2024
Q3 		$16.1K Hold
127
– – ﹤0.01% 254
2024
Q2 		$15.2K Hold
127
– – ﹤0.01% 377
2024
Q1 		$14.7K Hold
127
– – ﹤0.01% 368
2023
Q4 		$13.4K Hold
127
– – ﹤0.01% 253
2023
Q3 		$11.9K Hold
127
– – ﹤0.01% 253
2023
Q2 		$12.3K Buy
127
+20
+19% +$1.85K ﹤0.01% 251
2023
Q1 		$9.69K Buy
107
+21
+24% +$1.86K ﹤0.01% 307
2022
Q4 		$7.25K Buy
86
+44
+105% +$3.75K ﹤0.01% 331
2022
Q3 		$3.33K Buy
+42
New +$3.72K ﹤0.01% 471

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ESGU Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 109 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ESGU in Q3 2022 and has held it in 16 quarters since. 341 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 109 shares of iShares ESG Aware MSCI USA ETF worth $17.8K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, 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 RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #308 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 16 quarters since.
  • 341 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.