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Modera Wealth Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Modera Wealth Management’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
-4,842
Closed -$207K – 578
2024
Q1 		$207K Buy
+4,842
New +$207K ﹤0.01% 540
2023
Q3 		– Sell
-5,147
Closed -$219K – 562
2023
Q2 		$219K Buy
+5,147
New +$221K ﹤0.01% 513

Other funds holding EUSB

BlackRock
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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

Modera Wealth Management's EUSB Position: Q2 2024 in Review

Modera Wealth Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2024, closing a stake of 4,842 shares — an estimated $207K sold.

Modera Wealth Management first reported a position in EUSB in Q2 2023 and held it in 2 quarters. The position peaked at $219K in Q2 2023. 140 funds tracked by Wall St. Rank hold EUSB as of Q2 2024.

  • Modera Wealth Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Modera Wealth Management sold 4,842 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2024, an estimated $207K.
  • Modera Wealth Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2023 and held it in 2 quarters.
  • Modera Wealth Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $219K in Q2 2023.
  • 140 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2024.

Based on Modera Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.