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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-32,637
Closed -$1.79M – 104
2018
Q4 		$1.79M Buy
+32,637
New +$1.79M 0.68% 27