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Invera Wealth Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Invera Wealth 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
2024
Q2 		– Sell
-10,219
Closed -$426K – 59
2024
Q1 		$426K Buy
10,219
+3,130
+44% +$134K 0.36% 53
2023
Q4 		$307K Buy
+7,089
New +$294K 0.19% 86

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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 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
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Invera Wealth Advisors's EUSB Position: Q2 2024 in Review

Invera Wealth Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2024, closing a stake of 10,219 shares — an estimated $426K sold.

Invera Wealth Advisors first reported a position in EUSB in Q4 2023 and held it in 2 quarters. The position peaked at $426K in Q1 2024. 140 funds tracked by Wall St. Rank hold EUSB as of Q2 2024.

  • Invera Wealth Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Invera Wealth Advisors sold 10,219 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2024, an estimated $426K.
  • Invera Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2023 and held it in 2 quarters.
  • Invera Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $426K in Q1 2024.
  • 140 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2024.

Based on Invera Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.