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Founders Financial Alliance’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Founders Financial Alliance’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 		$269K Sell
1,643
-426
-21% -$67.4K 0.04% 367
2026
Q1 		$293K Hold
2,069
– – 0.05% 302
2025
Q4 		$308K Hold
2,069
– – 0.06% 279
2025
Q3 		$301K Hold
2,069
– – 0.06% 290
2025
Q2 		$280K Sell
2,069
-605
-23% -$75.5K 0.06% 267
2025
Q1 		$326K Sell
2,674
-520
-16% -$67K 0.08% 239
2024
Q4 		$411K Hold
3,194
– – 0.11% 175
2024
Q3 		$403K Sell
3,194
-727
-19% -$88.3K 0.11% 181
2024
Q2 		$468K Hold
3,921
– – 0.14% 145
2024
Q1 		$451K Buy
3,921
+1,423
+57% +$156K 0.14% 156
2023
Q4 		$262K Buy
2,498
+5
+0.2% +$490 0.1% 199
2023
Q3 		$234K Sell
2,493
-1,147
-32% -$112K 0.1% 196
2023
Q2 		$355K Buy
3,640
+1,122
+45% +$104K 0.14% 160
2023
Q1 		$228K Sell
2,518
-52
-2% -$4.6K 0.11% 186
2022
Q4 		$218K Sell
2,570
-83
-3% -$7.08K 0.1% 210
2022
Q3 		$211K Sell
2,653
-99
-4% -$8.77K 0.11% 198
2022
Q2 		$231K Sell
2,752
-201
-7% -$18.4K 0.12% 187
2022
Q1 		$299K Buy
2,953
+13
+0.4% +$1.3K 0.13% 156
2021
Q4 		$317K Buy
2,940
+921
+46% +$96.6K 0.13% 174
2021
Q3 		$199K Buy
2,019
+976
+94% +$98.9K 0.09% 222
2021
Q2 		$102K Sell
1,043
-170
-14% -$16.3K 0.05% 293
2021
Q1 		$113K Sell
1,213
-2,650
-69% -$236K 0.06% 261
2020
Q4 		$332K Buy
3,863
+2,763
+251% +$224K 0.19% 124
2020
Q3 		$84K Buy
+1,100
New +$82.9K 0.05% 291

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

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

Founders Financial Alliance reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 21% in Q2 2026, selling an estimated $67.4K and leaving 1,643 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #367.

Founders Financial Alliance first reported a position in ESGU in Q3 2020 and has held it in 24 quarters since. The position peaked at $468K in Q2 2024. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Founders Financial Alliance held 1,643 shares of iShares ESG Aware MSCI USA ETF worth $269K as of Q2 2026.
  • Founders Financial Alliance sold 426 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $67.4K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #367 holding.
  • Founders Financial Alliance first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares ESG Aware MSCI USA ETF position peaked at $468K in Q2 2024.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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