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My Legacy Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

My Legacy 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
2022
Q4 		– Sell
-7,021
Closed -$289K – 213
2022
Q3 		$289K Buy
+7,021
New +$308K 0.15% 180

Other funds holding EUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

My Legacy Advisors's EUSB Position: Q4 2022 in Review

My Legacy Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2022, closing a stake of 7,021 shares — an estimated $289K sold.

My Legacy Advisors first reported a position in EUSB in Q3 2022 and held it in 1 quarter. The position peaked at $289K in Q3 2022. 141 funds tracked by Wall St. Rank hold EUSB as of Q4 2022.

  • My Legacy Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2022 after selling out during the quarter.
  • My Legacy Advisors sold 7,021 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2022, an estimated $289K.
  • My Legacy Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q3 2022 and held it in 1 quarter.
  • My Legacy Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $289K in Q3 2022.
  • 141 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2022.

Based on My Legacy Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.