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MA Private Wealth’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

MA Private Wealth’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
Q4 		– Sell
-24,647
Closed -$1.01M – 80
2023
Q3 		$1.01M Hold
24,647
– – 0.24% 42
2023
Q2 		$1.05M Buy
24,647
+570
+2% +$24.5K 0.24% 42
2023
Q1 		$1.04M Buy
24,077
+9,355
+64% +$401K 0.25% 40
2022
Q4 		$621K Buy
14,722
+1,389
+10% +$58.4K 0.15% 50
2022
Q3 		$544K Buy
+13,333
New +$584K 0.14% 46

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 $18.1B AUM 15% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

MA Private Wealth's EUSB Position: Q4 2023 in Review

MA Private Wealth sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2023, closing a stake of 24,647 shares — an estimated $1.01M sold.

MA Private Wealth first reported a position in EUSB in Q3 2022 and held it in 5 quarters. The position peaked at $1.05M in Q2 2023. 138 funds tracked by Wall St. Rank hold EUSB as of Q4 2023.

  • MA Private Wealth reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
  • MA Private Wealth sold 24,647 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2023, an estimated $1.01M.
  • MA Private Wealth first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2022 and held it in 5 quarters.
  • MA Private Wealth's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.05M in Q2 2023.
  • 138 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2023.

Based on MA Private Wealth's 13F filing for Q4 2023, filed 25 Jan 2024.