VERITY Wealth Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

VERITY Wealth 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
2023 Q4	–	Sell	-19,320	Closed	-$789K	–	72
2023 Q3	$789K	Hold	19,320	–	–	0.74%	27
2023 Q2	$823K	Hold	19,320	–	–	0.74%	27
2023 Q1	$835K	Hold	19,320	–	–	0.77%	26
2022 Q4	$815K	Sell	19,320 -1,599	-8%	-$67.2K	0.8%	26
2022 Q3	$875K	Hold	20,919	–	–	0.9%	23
2022 Q2	$920K	Buy	20,919 +7,758	+59%	+$346K	0.89%	25
2022 Q1	$612K	Hold	13,161	–	–	0.54%	33
2021 Q4	$651K	Buy	+13,161	New	+$650K	0.54%	33

Other funds holding EUSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

VERITY Wealth Advisors's EUSB Position: Q4 2023 in Review

VERITY Wealth Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q4 2023, closing a stake of 19,320 shares — an estimated $789K sold.

VERITY Wealth Advisors first reported a position in EUSB in Q4 2021 and held it in 8 quarters. The position peaked at $920K in Q2 2022. 138 funds tracked by Wall St. Rank hold EUSB as of Q4 2023.

VERITY Wealth Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q4 2023 after selling out during the quarter.
VERITY Wealth Advisors sold 19,320 iShares ESG Advanced Universal USD Bond ETF shares in Q4 2023, an estimated $789K.
VERITY Wealth Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and held it in 8 quarters.
VERITY Wealth Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $920K in Q2 2022.
138 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q4 2023.

Based on VERITY Wealth Advisors's 13F filing for Q4 2023, filed 4 Jan 2024.