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Morningstar Investment Services’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Morningstar Investment Services’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
-39,311
Closed -$1.75M – 217
2024
Q3 		$1.75M Buy
39,311
+6,693
+21% +$292K 0.02% 178
2024
Q2 		$1.39M Buy
32,618
+12,407
+61% +$524K 0.02% 181
2024
Q1 		$866K Sell
20,211
-8,396
-29% -$359K 0.01% 197
2023
Q4 		$1.24M Buy
28,607
+14,283
+100% +$593K 0.01% 212
2023
Q3 		$587K Buy
+14,324
New +$601K 0.01% 200

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 $266M AUM 18.48% 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

Morningstar Investment Services's EUSB Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2024, closing a stake of 39,311 shares — an estimated $1.75M sold.

Morningstar Investment Services first reported a position in EUSB in Q3 2023 and held it in 5 quarters. The position peaked at $1.75M in Q3 2024. 163 funds tracked by Wall St. Rank hold EUSB as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 39,311 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2024, an estimated $1.75M.
  • Morningstar Investment Services first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2023 and held it in 5 quarters.
  • Morningstar Investment Services's iShares ESG Advanced Universal USD Bond ETF position peaked at $1.75M in Q3 2024.
  • 163 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.