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Matthew Hamilton Rosenberg’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Matthew Hamilton Rosenberg’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
Q2 		– Sell
-7
Closed -$303 – 967
2023
Q1 		$303 Hold
7
– – ﹤0.01% 900
2022
Q4 		$295 Buy
+7
New +$294 ﹤0.01% 894
2022
Q1 		– Sell
-38
Closed -$2K – 752
2021
Q4 		$2K Buy
38
+24
+171% +$1.19K ﹤0.01% 688
2021
Q3 		$1K Buy
+14
New +$700 ﹤0.01% 679

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Matthew Hamilton Rosenberg's EUSB Position: Q2 2023 in Review

Matthew Hamilton Rosenberg sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2023, closing a stake of 7 shares — an estimated $303 sold.

Matthew Hamilton Rosenberg first reported a position in EUSB in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 130 funds tracked by Wall St. Rank hold EUSB as of Q2 2023.

  • Matthew Hamilton Rosenberg reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 7 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2023, an estimated $303.
  • Matthew Hamilton Rosenberg first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2021 and held it in 4 quarters.
  • Matthew Hamilton Rosenberg's iShares ESG Advanced Universal USD Bond ETF position peaked at $2K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2023, filed 26 Jul 2023.