Stewardship Advisors’s Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF ESHY Stock Holding History

Stewardship Advisors’s Portfolio ESHY Stock Details ESHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-190,585	Closed	-$3.38M	–	55
2022 Q4	$3.38M	Sell	190,585 -64,244	-25%	-$1.14M	1.36%	24
2022 Q3	$4.43M	Buy	254,829 +8,635	+4%	+$158K	1.92%	20
2022 Q2	$4.38M	Sell	246,194 -5,626	-2%	-$106K	1.84%	21
2022 Q1	$5.02M	Buy	251,820 +4,669	+2%	+$94.4K	1.85%	20
2021 Q4	$5.2M	Buy	247,151 +1,423	+0.6%	+$29.9K	1.87%	19
2021 Q3	$5.22M	Buy	245,728 +60,116	+32%	+$1.28M	1.97%	20
2021 Q2	$3.96M	Buy	+185,612	New	+$3.93M	1.48%	23

Other funds holding ESHY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Stewardship Advisors's ESHY Position: Q1 2023 in Review

Stewardship Advisors sold out of Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) in Q1 2023, closing a stake of 190,585 shares — an estimated $3.38M sold.

Stewardship Advisors first reported a position in ESHY in Q2 2021 and held it in 7 quarters. The position peaked at $5.22M in Q3 2021. 10 funds tracked by Wall St. Rank hold ESHY as of Q1 2023.

Stewardship Advisors reported no remaining Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Stewardship Advisors sold 190,585 Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF shares in Q1 2023, an estimated $3.38M.
Stewardship Advisors first reported a position in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF in Q2 2021 and held it in 7 quarters.
Stewardship Advisors's Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position peaked at $5.22M in Q3 2021.
10 funds tracked by Wall St. Rank held Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF as of Q1 2023.

Based on Stewardship Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.