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Cooper Financial Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Cooper Financial Group’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
2021
Q4 		– Sell
-4,608
Closed -$229K – 248
2021
Q3 		$229K Buy
+4,608
New +$230K 0.05% 222

Other funds holding EUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 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
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Cooper Financial Group's EUSB Position: Q4 2021 in Review

Cooper Financial Group sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2021, closing a stake of 4,608 shares — an estimated $229K sold.

Cooper Financial Group first reported a position in EUSB in Q3 2021 and held it in 1 quarter. The position peaked at $229K in Q3 2021. 110 funds tracked by Wall St. Rank hold EUSB as of Q4 2021.

  • Cooper Financial Group reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Cooper Financial Group sold 4,608 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2021, an estimated $229K.
  • Cooper Financial Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2021 and held it in 1 quarter.
  • Cooper Financial Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $229K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2021.

Based on Cooper Financial Group's 13F filing for Q4 2021, filed 11 Feb 2022.