EWM
EUSB icon

Evolution Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Evolution Wealth Management’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 		$50.6K Buy
1,164
+401
+53% +$17.4K 0.03% 309
2026
Q1 		$33.2K Hold
763
– – 0.02% 337
2025
Q4 		$33.5K Buy
763
+300
+65% +$13.2K 0.03% 289
2025
Q3 		$20.3K Hold
463
– – 0.02% 300
2025
Q2 		$20.2K Buy
+463
New +$19.9K 0.02% 280

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 22.96% 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

Evolution Wealth Management's EUSB Position: Q2 2026 in Review

Evolution Wealth Management increased its iShares ESG Advanced Universal USD Bond ETF (EUSB) stake by 53% in Q2 2026, buying an estimated $17.4K and bringing the position to 1,164 shares worth $50.6K. The position accounts for 0.03% of the portfolio, ranked #309.

Evolution Wealth Management first reported a position in EUSB in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold EUSB as of Q2 2026.

  • Evolution Wealth Management held 1,164 shares of iShares ESG Advanced Universal USD Bond ETF worth $50.6K as of Q2 2026.
  • Evolution Wealth Management bought 401 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2026, an estimated $17.4K.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Evolution Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.