CFS Investment Advisory Services’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

CFS Investment Advisory Services’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 Q1	–	Sell	-5,790	Closed	-$244K	–	143
2022 Q4	$244K	Sell	5,790 -258,147	-98%	-$10.8M	0.06%	114
2022 Q3	$264K	Buy	+263,937	New	+$11.6M	0.06%	112
2022 Q2	–	Sell	-264,043	Closed	-$6K	–	317
2022 Q1	$6K	Buy	264,043 +259,883	+6,247%	+$12.4M	0.03%	193
2021 Q4	$201K	Buy	+4,160	New	+$206K	0.03%	212

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

OWA

One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

SWM

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

CFS Investment Advisory Services's EUSB Position: Q1 2023 in Review

CFS Investment Advisory Services sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2023, closing a stake of 5,790 shares — an estimated $244K sold.

CFS Investment Advisory Services first reported a position in EUSB in Q4 2021 and held it in 4 quarters. The position peaked at $264K in Q3 2022. 129 funds tracked by Wall St. Rank hold EUSB as of Q1 2023.

CFS Investment Advisory Services reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
CFS Investment Advisory Services sold 5,790 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2023, an estimated $244K.
CFS Investment Advisory Services first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and held it in 4 quarters.
CFS Investment Advisory Services's iShares ESG Advanced Universal USD Bond ETF position peaked at $264K in Q3 2022.
129 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2023.

Based on CFS Investment Advisory Services's 13F filing for Q1 2023, filed 5 May 2023.