EP Wealth Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

EP Wealth Advisors’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
2025 Q2	$115K	Buy	+2,634	New	+$113K	﹤0.01%	1360

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

EP Wealth Advisors's EUSB Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2025: 2,634 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings.

172 funds tracked by Wall St. Rank hold EUSB as of Q2 2025.

EP Wealth Advisors held 2,634 shares of iShares ESG Advanced Universal USD Bond ETF worth $115K as of Q2 2025.
iShares ESG Advanced Universal USD Bond ETF was a new EP Wealth Advisors position in Q2 2025.
iShares ESG Advanced Universal USD Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1360 holding.
172 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.