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BCR Wealth Strategies’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

BCR Wealth Strategies’s Portfolio EUSB Stock Details EUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,284
Closed -$54K – 45
2022
Q3 		$54K Hold
1,284
– – 0.06% 36
2022
Q2 		$56K Hold
1,284
– – 0.06% 34
2022
Q1 		$60K Hold
1,284
– – 0.06% 35
2021
Q4 		$63K Buy
+1,284
New +$63.4K 0.06% 34

Other funds holding EUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

BCR Wealth Strategies's EUSB Position: Q4 2022 in Review

BCR Wealth Strategies sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2022, closing a stake of 1,284 shares — an estimated $54K sold.

BCR Wealth Strategies first reported a position in EUSB in Q4 2021 and held it in 4 quarters. The position peaked at $63K in Q4 2021. 141 funds tracked by Wall St. Rank hold EUSB as of Q4 2022.

  • BCR Wealth Strategies reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 1,284 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2022, an estimated $54K.
  • BCR Wealth Strategies first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's iShares ESG Advanced Universal USD Bond ETF position peaked at $63K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.