CFO
EUSB icon

CVA Family Office’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

CVA Family Office’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
2026
Q1 		$26.1K Hold
601
– – ﹤0.01% 734
2025
Q4 		$26.4K Hold
601
– – ﹤0.01% 645
2025
Q3 		$26.4K Hold
601
– – ﹤0.01% 644
2025
Q2 		$26.2K Hold
601
– – ﹤0.01% 642
2025
Q1 		$26K Hold
601
– – ﹤0.01% 641
2024
Q4 		$25.5K Hold
601
– – ﹤0.01% 634
2024
Q3 		$26.6K Hold
601
– – ﹤0.01% 612
2024
Q2 		$25.6K Hold
601
– – ﹤0.01% 606
2024
Q1 		$25.7K Hold
601
– – ﹤0.01% 599
2023
Q4 		$26K Buy
+601
New +$24.9K 0.01% 582
2023
Q3 		– Sell
-601
Closed -$25.6K – 468
2023
Q2 		$25.6K Hold
601
– – 0.01% 569
2023
Q1 		$26K Hold
601
– – 0.01% 546
2022
Q4 		$25.4K Buy
+601
New +$25.3K 0.01% 523

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I
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Thrivent Financial for Lutherans
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SI
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return