Cary Street Partners Investment Advisory’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-1,738	Closed	-$71K	–	975
2023 Q3	$71K	Hold	1,738	–	–	﹤0.01%	779
2023 Q2	$74K	Hold	1,738	–	–	﹤0.01%	722
2023 Q1	$75.1K	Hold	1,738	–	–	0.01%	655
2022 Q4	$73.3K	Buy	+1,738	New	+$73K	0.01%	656

Other funds holding EUSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BRIA

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

Cary Street Partners Investment Advisory's EUSB Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2023, closing a stake of 1,738 shares — an estimated $71K sold.

Cary Street Partners Investment Advisory first reported a position in EUSB in Q4 2022 and held it in 4 quarters. The position peaked at $75.1K in Q1 2023. 138 funds tracked by Wall St. Rank hold EUSB as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,738 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2023, an estimated $71K.
Cary Street Partners Investment Advisory first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's iShares ESG Advanced Universal USD Bond ETF position peaked at $75.1K in Q1 2023.
138 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.