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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
Q2 		$26.1K Hold
601
– – ﹤0.01% 750
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

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

CVA Family Office's EUSB Position: Q2 2026 in Review

CVA Family Office held its iShares ESG Advanced Universal USD Bond ETF (EUSB) position steady in Q2 2026 at 601 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

CVA Family Office first reported a position in EUSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $26.6K in Q3 2024. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • CVA Family Office held 601 shares of iShares ESG Advanced Universal USD Bond ETF worth $26.1K as of Q2 2026.
  • CVA Family Office left its iShares ESG Advanced Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #750 holding.
  • CVA Family Office first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • CVA Family Office's iShares ESG Advanced Universal USD Bond ETF position peaked at $26.6K in Q3 2024.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.