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West Wealth Group’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

West Wealth Group’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
Q1 		– Sell
-5,557
Closed -$234K – 76
2022
Q4 		$234K Buy
+5,557
New +$233K 0.12% 59
2022
Q1 		– Sell
-4,998
Closed -$247K – 67
2021
Q4 		$247K Buy
+4,998
New +$247K 0.09% 50

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
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

West Wealth Group's EUSB Position: Q1 2023 in Review

West Wealth Group sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2023, closing a stake of 5,557 shares — an estimated $234K sold.

West Wealth Group first reported a position in EUSB in Q4 2021 and held it in 2 quarters. The position peaked at $247K in Q4 2021. 129 funds tracked by Wall St. Rank hold EUSB as of Q1 2023.

  • West Wealth Group reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2023 after selling out during the quarter.
  • West Wealth Group sold 5,557 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2023, an estimated $234K.
  • West Wealth Group first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q4 2021 and held it in 2 quarters.
  • West Wealth Group's iShares ESG Advanced Universal USD Bond ETF position peaked at $247K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2023.

Based on West Wealth Group's 13F filing for Q1 2023, filed 6 Apr 2023.