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FinTrust Capital Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

FinTrust Capital 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
2023
Q3 		– Sell
-2,159
Closed -$91.1K – 1262
2023
Q2 		$91.1K Hold
2,159
– – 0.02% 362
2023
Q1 		$91.1K Hold
2,159
– – 0.02% 360
2022
Q4 		$91.1K Hold
2,159
– – 0.02% 360
2022
Q3 		$89K Buy
+2,159
New +$94.6K 0.02% 391

Other funds holding EUSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

FinTrust Capital Advisors's EUSB Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2023, closing a stake of 2,159 shares — an estimated $91.1K sold.

FinTrust Capital Advisors first reported a position in EUSB in Q3 2022 and held it in 4 quarters. The position peaked at $91.1K in Q2 2023. 131 funds tracked by Wall St. Rank hold EUSB as of Q3 2023.

  • FinTrust Capital Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2023 after selling out during the quarter.
  • FinTrust Capital Advisors sold 2,159 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2023, an estimated $91.1K.
  • FinTrust Capital Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2022 and held it in 4 quarters.
  • FinTrust Capital Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $91.1K in Q2 2023.
  • 131 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.