Stifel Financial
EUSB icon

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

Stifel Financial’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
Q1 		– Sell
-5,800
Closed -$251K – 3358
2023
Q4 		$251K Hold
5,800
– – ﹤0.01% 2949
2023
Q3 		$237K Hold
5,800
– – ﹤0.01% 2908
2023
Q2 		$247K Hold
5,800
– – ﹤0.01% 2936
2023
Q1 		$251K Sell
5,800
-5,848
-50% -$251K ﹤0.01% 2922
2022
Q4 		$492K Buy
11,648
+238
+2% +$10K ﹤0.01% 2481
2022
Q3 		$477K Buy
11,410
+4,470
+64% +$196K ﹤0.01% 2460
2022
Q2 		$305K Sell
6,940
-5,282
-43% -$235K ﹤0.01% 2740
2022
Q1 		$568K Buy
12,222
+2,499
+26% +$119K ﹤0.01% 2504
2021
Q4 		$481K Hold
9,723
– – ﹤0.01% 2607
2021
Q3 		$482K Sell
9,723
-201
-2% -$10K ﹤0.01% 2594
2021
Q2 		$493K Buy
9,924
+3,467
+54% +$171K ﹤0.01% 2591
2021
Q1 		$317K Buy
6,457
+2,466
+62% +$123K ﹤0.01% 2753
2020
Q4 		$202K Buy
+3,991
New +$201K ﹤0.01% 2816

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRIA
Balanced Rock Investment Advisors Roslindale, Massachusetts $143M AUM 12.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Stifel Financial's EUSB Position: Q1 2024 in Review

Stifel Financial sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2024, closing a stake of 5,800 shares — an estimated $251K sold.

Stifel Financial first reported a position in EUSB in Q4 2020 and held it in 13 quarters. The position peaked at $568K in Q1 2022. 134 funds tracked by Wall St. Rank hold EUSB as of Q1 2024.

  • Stifel Financial reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Stifel Financial sold 5,800 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2024, an estimated $251K.
  • Stifel Financial first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2020 and held it in 13 quarters.
  • Stifel Financial's iShares ESG Advanced Universal USD Bond ETF position peaked at $568K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.