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
Q2
$1.54M Sell
9,395
-43
-0.5% -$6.8K 0.08% 240
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: Q2 2026 in Review

Founders Financial Securities reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.46% in Q2 2026, selling an estimated $6.8K and leaving 9,395 shares worth $1.54M. 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 3 quarters since. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Founders Financial Securities held 9,395 shares of iShares ESG Aware MSCI USA ETF worth $1.54M as of Q2 2026.
  • Founders Financial Securities sold 43 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $6.8K.
  • iShares ESG Aware MSCI USA ETF made up 0.08% of Founders Financial Securities's portfolio in Q2 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 3 quarters since.
  • 866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.