Boulder Wealth Advisors, LLC ESGU Holdings History
Boulder Wealth Advisors, LLC's iShares MSCI USA ESG Optimized ETF Holding Summary
As of 2025-03-31, Boulder Wealth Advisors, LLC held 32,056.00 shares of iShares MSCI USA ESG Optimized ETF(ESGU), totaling $3.91 Mil. This investment constitutes 2.27% of their stock portfolio, and Boulder Wealth Advisors, LLC now holds 0.03% of the outstanding iShares MSCI USA ESG Optimized ETF(ESGU) stock.
The initial trade took place in 2022Q4. And since then Boulder Wealth Advisors, LLC has made 4 purchases of ESGU, at an average price of $90.20, for a total of 175,552.00 shares. In addition, there have been 1 sales at an average price of $128.78 for 143,496.00 shares. Based on historical transaction data and ESGU's current price of $136.34, Boulder Wealth Advisors, LLC's estimated gain on his ESGU holdings is $7.02 Mil, reflecting a 44.31% gain to date.
Boulder Wealth Advisors, LLC ESGU ($136.34) Holding Chart
Boulder Wealth Advisors, LLC ESGU ($136.34) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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