Founders Financial Alliance’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Hold
2025
Q2
$245K Hold
2025
Q1
$225K Buy
2024
Q4
$72.3K Hold
2024
Q3
$80K Hold
2024
Q2
$74.8K Hold
2024
Q1
$75.9K Buy