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Northwest Capital Management’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Northwest Capital 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
2021
Q4 		– Sell
-5,599
Closed -$276K – 97
2021
Q3 		$276K Hold
5,599
– – 0.14% 74
2021
Q2 		$281K Buy
+5,599
New +$277K 0.16% 64

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5L
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PAS
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I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
OWA
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WP
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SHJ
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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Northwest Capital Management's EUSB Position: Q4 2021 in Review

Northwest Capital Management sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2021, closing a stake of 5,599 shares — an estimated $276K sold.

Northwest Capital Management first reported a position in EUSB in Q2 2021 and held it in 2 quarters. The position peaked at $281K in Q2 2021. 110 funds tracked by Wall St. Rank hold EUSB as of Q4 2021.

  • Northwest Capital Management reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Northwest Capital Management sold 5,599 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2021, an estimated $276K.
  • Northwest Capital Management first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2021 and held it in 2 quarters.
  • Northwest Capital Management's iShares ESG Advanced Universal USD Bond ETF position peaked at $281K in Q2 2021.
  • 110 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2021.

Based on Northwest Capital Management's 13F filing for Q4 2021, filed 7 Feb 2022.