BWA
Boulder Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.91M | Sell |
32,056
-143,496
| -82% | -$17.5M | 2.27% | 9 |
|
|
2024
Q4 | $22.6M | Buy |
175,552
+1,211
| +0.7% | +$156K | 11.66% | 5 |
|
|
2024
Q3 | $22M | Buy |
174,341
+1,699
| +1% | +$214K | 11.96% | 4 |
|
|
2024
Q2 | $20.6M | Buy |
172,642
+3,096
| +2% | +$369K | 12.02% | 4 |
|
|
2024
Q1 | $19.5M | Buy |
+169,546
| New | +$19.5M | 12.07% | 4 |
|
|
2022
Q4 | $12M | Buy |
+141,105
| New | +$12M | 10.7% | 4 |
|