ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,751 Value ($000) $559 Avg Close Range
Q3 2025
Shares 4,166 Value ($000) $607 Avg Close Range
Q2 2025
Shares 4,191 Value ($000) $567 Avg Close Range
Q1 2025
Shares 4,422 Value ($000) $539 Avg Close Range
Q4 2024
Shares 5,784 Value ($000) $745 Avg Close Range
Q3 2024
Shares 4,735 Value ($000) $598 Avg Close Range
Q2 2024
Shares 4,371 Value ($000) $522 Avg Close Range
Q1 2024
Shares 4,631 Value ($000) $532 Avg Close Range
Q4 2023
Shares 5,259 Value ($000) $566 Avg Close Range
Q3 2023
Shares 9,460 Value ($000) $888 Avg Close Range
Q2 2023
Shares 188,934 Value ($000) $18,413 Avg Close Range
Q1 2023
Shares 449,301 Value ($000) $40,639 Avg Close Range
Q4 2022
Shares 448,229 Value ($000) $37,987 Avg Close Range
Q3 2022
Shares 511,353 Value ($000) $40,607 Avg Close Range
Q2 2022
Shares 413,976 Value ($000) $35,366 Avg Close Range
Q1 2022
Shares 280,386 Value ($000) $27,433 Avg Close Range
Q4 2021
Shares 211,020 Value ($000) $22,488 Avg Close Range
Q3 2021
Shares 199,071 Value ($000) $19,756 Avg Close Range
Q2 2021
Shares 157,836 Value ($000) $15,795 Avg Close Range
Q1 2021
Shares 106,685 Value ($000) $9,949 Avg Close Range
Q4 2020
Shares 28,217 Value ($000) $2,479 Avg Close Range
Q3 2020
Shares 6,912 Value ($000) $526 Avg Close Range
Q2 2020
Shares 3,049 Value ($000) $216 Avg Close Range