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Boulder Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Boulder Wealth Advisors’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
Q1 		$1.93M Sell
13,661
-21,566
-61% -$3.19M 0.77% 16
2025
Q4 		$5.25M Buy
35,227
+1,084
+3% +$160K 2.22% 10
2025
Q3 		$4.97M Buy
+34,143
New +$4.78M 2.31% 9
2025
Q1 		$3.91M Sell
32,056
-143,496
-82% -$18.5M 2.27% 9
2024
Q4 		$22.6M Buy
175,552
+1,211
+0.7% +$157K 11.66% 5
2024
Q3 		$22M Buy
174,341
+1,699
+1% +$206K 11.96% 4
2024
Q2 		$20.6M Buy
172,642
+3,096
+2% +$356K 12.02% 4
2024
Q1 		$19.5M Buy
+169,546
New +$18.6M 12.07% 4
2022
Q4 		$12M Buy
+141,105
New +$12M 10.7% 4

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Boulder Wealth Advisors's ESGU Position: Q1 2026 in Review

Boulder Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 61% in Q1 2026, selling an estimated $3.19M and leaving 13,661 shares worth $1.93M. The position accounts for 0.77% of the portfolio, ranked #16.

Boulder Wealth Advisors first reported a position in ESGU in Q4 2022 and has held it in 9 quarters since. The position peaked at $22.6M in Q4 2024. 808 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Boulder Wealth Advisors held 13,661 shares of iShares ESG Aware MSCI USA ETF worth $1.93M as of Q1 2026.
  • Boulder Wealth Advisors sold 21,566 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $3.19M.
  • iShares ESG Aware MSCI USA ETF made up 0.77% of Boulder Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Boulder Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 9 quarters since.
  • Boulder Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $22.6M in Q4 2024.
  • 808 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.