Sowell Financial Services
EUSB icon

Sowell Financial Services’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-687
Closed -$34K – 1185
2021
Q1 		$34K Buy
+687
New +$34.2K ﹤0.01% 1817

Other funds holding EUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
55I LLC
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
One Wealth Advisors
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
WealthSource Partners
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Horst & Graben Wealth Management
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Sowell Financial Services's EUSB Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q2 2021, closing a stake of 687 shares — an estimated $34K sold.

Sowell Financial Services first reported a position in EUSB in Q1 2021 and held it in 1 quarter. The position peaked at $34K in Q1 2021. 70 funds tracked by Wall St. Rank hold EUSB as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 687 iShares ESG Advanced Universal USD Bond ETF shares in Q2 2021, an estimated $34K.
  • Sowell Financial Services first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's iShares ESG Advanced Universal USD Bond ETF position peaked at $34K in Q1 2021.
  • 70 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.