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 Q2	$2.24M	Hold	13,661	–	–	0.82%	16
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boulder Wealth Advisors's ESGU Position: Q2 2026 in Review

Boulder Wealth Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2026 at 13,661 shares worth $2.24M. The position accounts for 0.82% of the portfolio, ranked #16.

Boulder Wealth Advisors first reported a position in ESGU in Q4 2022 and has held it in 10 quarters since. The position peaked at $22.6M in Q4 2024. 866 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Boulder Wealth Advisors held 13,661 shares of iShares ESG Aware MSCI USA ETF worth $2.24M as of Q2 2026.
Boulder Wealth Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.82% of Boulder Wealth Advisors's portfolio in Q2 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 10 quarters since.
Boulder Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $22.6M in Q4 2024.
866 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.