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Founders Financial Alliance’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Founders Financial Alliance’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99.4K Buy
1,817
+1,108
+156% +$57.9K 0.01% 501
2026
Q1 		$32.2K Hold
709
– – 0.01% 548
2025
Q4 		$31.3K Hold
709
– – 0.01% 457
2025
Q3 		$30.8K Hold
709
– – 0.01% 533
2025
Q2 		$27.8K Hold
709
– – 0.01% 419
2025
Q1 		$24.8K Hold
709
– – 0.01% 484
2024
Q4 		$23.7K Sell
709
-1,800
-72% -$63.5K 0.01% 429
2024
Q3 		$91.4K Sell
2,509
-221
-8% -$7.55K 0.03% 340
2024
Q2 		$91.5K Hold
2,730
– – 0.03% 328
2024
Q1 		$88K Buy
2,730
+2,250
+469% +$70.9K 0.03% 335
2023
Q4 		$15.4K Hold
480
– – 0.01% 410
2023
Q3 		$14.5K Hold
480
– – 0.01% 398
2023
Q2 		$15.2K Hold
480
– – 0.01% 425
2023
Q1 		$15.1K Hold
480
– – 0.01% 385
2022
Q4 		$14.4K Sell
480
-397
-45% -$11.6K 0.01% 406
2022
Q3 		$24K Sell
877
-359
-29% -$11.2K 0.01% 376
2022
Q2 		$40K Sell
1,236
-89
-7% -$3.02K 0.02% 354
2022
Q1 		$49K Sell
1,325
-149
-10% -$5.72K 0.02% 325
2021
Q4 		$59K Sell
1,474
-466
-24% -$19.2K 0.02% 348
2021
Q3 		$81K Buy
1,940
+782
+68% +$33.4K 0.04% 297
2021
Q2 		$52K Hold
1,158
– – 0.02% 341
2021
Q1 		$49K Sell
1,158
-2,496
-68% -$111K 0.02% 333
2020
Q4 		$153K Buy
3,654
+2,654
+265% +$103K 0.09% 217
2020
Q3 		$36K Buy
+1,000
New +$35.4K 0.02% 439

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Founders Financial Alliance increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 156% in Q2 2026, buying an estimated $57.9K and bringing the position to 1,817 shares worth $99.4K. The position accounts for 0.01% of the portfolio, ranked #501.

Founders Financial Alliance first reported a position in ESGE in Q3 2020 and has held it in 24 quarters since. The position peaked at $153K in Q4 2020. 636 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Founders Financial Alliance held 1,817 shares of iShares ESG Aware MSCI EM ETF worth $99.4K as of Q2 2026.
  • Founders Financial Alliance bought 1,108 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $57.9K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #501 holding.
  • Founders Financial Alliance first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares ESG Aware MSCI EM ETF position peaked at $153K in Q4 2020.
  • 636 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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