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Foundations Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Foundations Investment 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 		$724K Buy
4,424
+218
+5% +$34.5K 0.01% 661
2026
Q1 		$595K Buy
4,206
+455
+12% +$67.3K 0.01% 662
2025
Q4 		$559K Sell
3,751
-415
-10% -$61.4K 0.01% 687
2025
Q3 		$607K Sell
4,166
-25
-0.6% -$3.5K 0.01% 605
2025
Q2 		$567K Sell
4,191
-231
-5% -$28.8K 0.01% 550
2025
Q1 		$539K Sell
4,422
-1,362
-24% -$175K 0.01% 560
2024
Q4 		$745K Buy
5,784
+1,049
+22% +$136K 0.01% 457
2024
Q3 		$598K Buy
4,735
+364
+8% +$44.2K 0.01% 480
2024
Q2 		$522K Sell
4,371
-260
-6% -$29.9K 0.01% 484
2024
Q1 		$532K Sell
4,631
-628
-12% -$68.8K 0.01% 452
2023
Q4 		$566K Sell
5,259
-4,201
-44% -$411K 0.02% 414
2023
Q3 		$888K Sell
9,460
-179,474
-95% -$17.6M 0.03% 299
2023
Q2 		$18.4M Sell
188,934
-260,367
-58% -$24M 0.61% 32
2023
Q1 		$40.6M Buy
449,301
+1,072
+0.2% +$94.8K 1.45% 13
2022
Q4 		$38M Sell
448,229
-63,124
-12% -$5.39M 1.51% 11
2022
Q3 		$40.6M Buy
511,353
+97,377
+24% +$8.62M 1.77% 9
2022
Q2 		$35.4M Buy
413,976
+133,590
+48% +$12.2M 1.48% 10
2022
Q1 		$27.4M Buy
280,386
+69,366
+33% +$6.95M 1.06% 9
2021
Q4 		$22.5M Buy
211,020
+11,949
+6% +$1.25M 0.85% 11
2021
Q3 		$19.8M Buy
199,071
+41,235
+26% +$4.18M 0.86% 12
2021
Q2 		$15.8M Buy
157,836
+51,151
+48% +$4.89M 0.76% 20
2021
Q1 		$9.95M Buy
106,685
+78,468
+278% +$6.98M 0.57% 24
2020
Q4 		$2.48M Buy
28,217
+21,305
+308% +$1.73M 0.16% 45
2020
Q3 		$526K Buy
6,912
+3,863
+127% +$291K 0.12% 104
2020
Q2 		$216K Buy
+3,049
New +$201K 0.02% 155

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Foundations Investment Advisors's ESGU Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.2% in Q2 2026, buying an estimated $34.5K and bringing the position to 4,424 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #661.

Foundations Investment Advisors first reported a position in ESGU in Q2 2020 and has held it in 25 quarters since. The position peaked at $40.6M in Q1 2023. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Foundations Investment Advisors held 4,424 shares of iShares ESG Aware MSCI USA ETF worth $724K as of Q2 2026.
  • Foundations Investment Advisors bought 218 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $34.5K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #661 holding.
  • Foundations Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • Foundations Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $40.6M in Q1 2023.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.