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Beacon Pointe Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Beacon Pointe Advisors’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
2023
Q2 		– Sell
-30,091
Closed -$1.3M – 1113
2023
Q1 		$1.3M Buy
+30,091
New +$1.29M 0.02% 484

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Beacon Pointe Advisors's EUSB Position: Q2 2023 in Review

Beacon Pointe Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2023, closing a stake of 30,091 shares — an estimated $1.3M sold.

Beacon Pointe Advisors first reported a position in EUSB in Q1 2023 and held it in 1 quarter. The position peaked at $1.3M in Q1 2023. 130 funds tracked by Wall St. Rank hold EUSB as of Q2 2023.

  • Beacon Pointe Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 30,091 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2023, an estimated $1.3M.
  • Beacon Pointe Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2023 and held it in 1 quarter.
  • Beacon Pointe Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.3M in Q1 2023.
  • 130 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2023.

Based on Beacon Pointe Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.