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High Falls Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

High Falls 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
Q1 		– Sell
-4,912
Closed -$207K – 111
2022
Q4 		$207K Sell
4,912
-198
-4% -$8.32K 0.06% 107
2022
Q3 		$214K Sell
5,110
-239
-4% -$10.5K 0.07% 101
2022
Q2 		$235K Sell
5,349
-102
-2% -$4.54K 0.07% 97
2022
Q1 		$253K Buy
5,451
+76
+1% +$3.62K 0.07% 101
2021
Q4 		$266K Buy
+5,375
New +$266K 0.07% 108

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
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

High Falls Advisors's EUSB Position: Q1 2023 in Review

High Falls Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2023, closing a stake of 4,912 shares — an estimated $207K sold.

High Falls Advisors first reported a position in EUSB in Q4 2021 and held it in 5 quarters. The position peaked at $266K in Q4 2021. 129 funds tracked by Wall St. Rank hold EUSB as of Q1 2023.

  • High Falls Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • High Falls Advisors sold 4,912 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2023, an estimated $207K.
  • High Falls Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and held it in 5 quarters.
  • High Falls Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $266K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2023.

Based on High Falls Advisors's 13F filing for Q1 2023, filed 15 May 2023.