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BSW Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

BSW Wealth Partners’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
2019
Q1 		– Sell
-32,637
Closed -$1.79M – 104
2018
Q4 		$1.79M Buy
+32,637
New +$1.93M 0.68% 27

Other funds holding ESGU

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BSW Wealth Partners's ESGU Position: Q1 2019 in Review

BSW Wealth Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2019, closing a stake of 32,637 shares — an estimated $1.79M sold.

BSW Wealth Partners first reported a position in ESGU in Q4 2018 and held it in 1 quarter. The position peaked at $1.79M in Q4 2018. 62 funds tracked by Wall St. Rank hold ESGU as of Q1 2019.

  • BSW Wealth Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2019 after selling out during the quarter.
  • BSW Wealth Partners sold 32,637 iShares ESG Aware MSCI USA ETF shares in Q1 2019, an estimated $1.79M.
  • BSW Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and held it in 1 quarter.
  • BSW Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $1.79M in Q4 2018.
  • 62 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2019.

Based on BSW Wealth Partners's 13F filing for Q1 2019, filed 14 May 2019.