Ryan Investment Management, Inc. ESGU β€” ISHARES ESG AWARE MSCI USA ETF

Ownership history in Ryan Investment Management, Inc.  Β·  4 quarters on record

AI Ownership Summary

Ryan Investment Management, Inc. reported ISHARES ESG AWARE MSCI USA ETF (ESGU) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.03% in 2025 Q2. The latest visible filing shows ESGU at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ESGU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ryan Investment Management, Inc.'s position in ISHARES ESG AWARE MSCI USA ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ESGU was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESGU stock page Ryan Investment Management, Inc. fund profile Ryan Investment Management, Inc. full holdings
How Ryan Investment Management, Inc. held ESGU β€” position size vs. price
% of Fund (quarterly)    ESGU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 4,641 -3,470 -42.8% 0.37% $656K 2026-04-28 $154.82
2025 Q4 REDUCED 31.8% -4.8% βœ… 8,111 -3,790 -31.8% 0.67% $1.2M 2026-01-12 $151.23
2025 Q3 REDUCED β€” β€” β€” 11,901 -55 -0.5% 0.96% $1.7M 2025-10-10 $142.02
2025 Q2 INITIATED β€” β€” β€” 11,956 β€” β€” 1.03% $1.6M 2025-07-10 $135.46

🏒 Other funds also holding ESGU

As of 2026 Q1 β€” sorted by position size

IMPACTfolio, LLC 3Y 15.71% Erickson Financial Group, LLC 3Y 12.09% Laurel Wealth Planning LLC 3Y 5.24% Avise Financial Cooperative, Inc. 4.52% CLIENT 1ST ADVISORY GROUP, LLC 3Y 3.64% Yukon Wealth Management, Inc. 3.55% Decker Retirement Planning Inc. 3.25% Midwest Financial Partners Investments, Inc. 3.19% Affinity Capital Advisors, LLC 3Y 2.96% TRUE BLUE FINANCIAL, LLC 2.96%

FAQ About Ryan Investment Management, Inc. and ESGU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ryan Investment Management, Inc. reported owning ESGU?

Ryan Investment Management, Inc. reported ESGU across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported ESGU position in Ryan Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for ESGU was 1.03% in 2025 Q2.

What is the latest reported ESGU position on this page?

The most recent filing on this page is 2026 Q1, when Ryan Investment Management, Inc. reported 4,641 shares, equal to 0.37% of portfolio, with an estimated market value of $656K.

What does the chart on this ESGU ownership page compare?

The chart compares Ryan Investment Management, Inc.'s quarterly ESGU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ryan Investment Management, Inc. time their ESGU position?

Based on 13F filing dates vs. subsequent ESGU price moves, Ryan Investment Management, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on ESGU relative to SPY over the holding period was -0.4%.

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