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

MFA 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
Q4 		– Sell
-1,922
Closed -$85.1K – 175
2024
Q3 		$85.1K Hold
1,922
– – 0.02% 142
2024
Q2 		$81.8K Buy
+1,922
New +$81.1K 0.02% 146

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
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return

MFA Wealth Advisors's EUSB Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2024, closing a stake of 1,922 shares — an estimated $85.1K sold.

MFA Wealth Advisors first reported a position in EUSB in Q2 2024 and held it in 2 quarters. The position peaked at $85.1K in Q3 2024. 163 funds tracked by Wall St. Rank hold EUSB as of Q4 2024.

  • MFA Wealth Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 1,922 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2024, an estimated $85.1K.
  • MFA Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $85.1K in Q3 2024.
  • 163 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.