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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.39M Buy
9,438
+373
+4% +$55.2K 0.08% 240
2025
Q4
$1.35M Buy
+9,065
New +$1.34M 0.08% 240

Other funds holding ESGU

Founders Financial Securities's ESGU Position: Q1 2026 in Review

Founders Financial Securities increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.1% in Q1 2026, buying an estimated $55.2K and bringing the position to 9,438 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #240.

Founders Financial Securities first reported a position in ESGU in Q4 2025 and has held it in 2 quarters since. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Founders Financial Securities held 9,438 shares of iShares ESG Aware MSCI USA ETF worth $1.39M as of Q1 2026.
  • Founders Financial Securities bought 373 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $55.2K.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Founders Financial Securities's portfolio in Q1 2026, its #240 holding.
  • Founders Financial Securities first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2025 and has held it in 2 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.