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

Founders Financial Alliance’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$31.4K	Sell	305 -2,445	-89%	-$248K	﹤0.01%	599
2026 Q1	$263K	Hold	2,750	–	–	0.05%	327
2025 Q4	$261K	Hold	2,750	–	–	0.05%	311
2025 Q3	$256K	Hold	2,750	–	–	0.05%	317
2025 Q2	$245K	Hold	2,750	–	–	0.06%	288
2025 Q1	$225K	Buy	2,750 +1,800	+189%	+$145K	0.05%	311
2024 Q4	$72.3K	Hold	950	–	–	0.02%	353
2024 Q3	$80K	Hold	950	–	–	0.02%	353
2024 Q2	$74.8K	Hold	950	–	–	0.02%	343
2024 Q1	$75.9K	Buy	+950	New	+$72.8K	0.02%	349

Other funds holding ESGD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Founders Financial Alliance's ESGD Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 89% in Q2 2026, selling an estimated $248K and leaving 305 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Founders Financial Alliance first reported a position in ESGD in Q1 2024 and has held it in 10 quarters since. The position peaked at $263K in Q1 2026. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

Founders Financial Alliance held 305 shares of iShares ESG Aware MSCI EAFE ETF worth $31.4K as of Q2 2026.
Founders Financial Alliance sold 2,445 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $248K.
iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #599 holding.
Founders Financial Alliance first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
Founders Financial Alliance's iShares ESG Aware MSCI EAFE ETF position peaked at $263K in Q1 2026.
754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.