Franklin Resources

Franklin Resources’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Franklin Resources’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	$17.4K	Sell	399 -17	-4%	-$746	﹤0.01%	3079
2025 Q4	$18.3K	Hold	416	–	–	﹤0.01%	3049
2025 Q3	$18.3K	Sell	416 -105	-20%	-$4.57K	﹤0.01%	3072
2025 Q2	$22.7K	Buy	521 +121	+30%	+$5.2K	﹤0.01%	2948
2025 Q1	$17.3K	Buy	400 +1	+0.3%	+$43	﹤0.01%	2910
2024 Q4	$16.9K	Sell	399 -112	-22%	-$4.83K	﹤0.01%	2862
2024 Q3	$22.2K	Buy	511 +71	+16%	+$3.1K	﹤0.01%	2846
2024 Q2	$18.7K	Buy	440 +60	+16%	+$2.53K	﹤0.01%	2791
2024 Q1	$16.3K	Sell	380 -98	-21%	-$4.19K	﹤0.01%	2820
2023 Q4	$20.7K	Sell	478 -116	-20%	-$4.81K	﹤0.01%	2573
2023 Q3	$24.3K	Buy	594 +16	+3%	+$671	﹤0.01%	2586
2023 Q2	$24.6K	Sell	578 -148	-20%	-$6.35K	﹤0.01%	2658
2023 Q1	$31.4K	Buy	726 +23	+3%	+$987	﹤0.01%	2227
2022 Q4	$29.7K	Hold	703	–	–	﹤0.01%	2252
2022 Q3	$29K	Buy	703 +92	+15%	+$4.03K	﹤0.01%	2236
2022 Q2	$27K	Buy	611 +76	+14%	+$3.38K	﹤0.01%	2291
2022 Q1	$25K	Buy	+535	New	+$25.5K	﹤0.01%	2397

Other funds holding EUSB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

LPL Financial San Diego, California $376B 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

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 $1.47T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return