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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
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 $5.72T AUM 30.48% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
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 $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evolution Wealth Management's EUSB Position: Q1 2026 in Review

Evolution Wealth Management held its iShares ESG Advanced Universal USD Bond ETF (EUSB) position steady in Q1 2026 at 763 shares worth $33.2K. The position accounts for 0.02% of the portfolio, ranked #337.

Evolution Wealth Management first reported a position in EUSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $33.5K in Q4 2025. 161 funds tracked by Wall St. Rank hold EUSB as of Q1 2026.

  • Evolution Wealth Management held 763 shares of iShares ESG Advanced Universal USD Bond ETF worth $33.2K as of Q1 2026.
  • Evolution Wealth Management left its iShares ESG Advanced Universal USD Bond ETF share count unchanged in Q1 2026.
  • iShares ESG Advanced Universal USD Bond ETF made up 0.02% of Evolution Wealth Management's portfolio in Q1 2026, its #337 holding.
  • Evolution Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $33.5K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.