Benjamin F. Edwards & Company’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$29K	Buy	+671	New	+$28.3K	﹤0.01%	1455

Other funds holding EUSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRIA

Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Benjamin F. Edwards & Company's EUSB Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2024: 671 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #1455 among its holdings.

140 funds tracked by Wall St. Rank hold EUSB as of Q2 2024.

Benjamin F. Edwards & Company held 671 shares of iShares ESG Advanced Universal USD Bond ETF worth $29K as of Q2 2024.
iShares ESG Advanced Universal USD Bond ETF was a new Benjamin F. Edwards & Company position in Q2 2024.
iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1455 holding.
140 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.