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

Williams 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
2025
Q1 		– Sell
-5,325
Closed -$226K – 20
2024
Q4 		$226K Buy
5,325
+60
+1% +$2.59K 0.14% 16
2024
Q3 		$233K Sell
5,265
-486
-8% -$21.2K 0.15% 14
2024
Q2 		$245K Sell
5,751
-613
-10% -$25.9K 0.16% 13
2024
Q1 		$273K Sell
6,364
-1,253
-16% -$53.5K 0.18% 14
2023
Q4 		$330K Hold
7,617
– – 0.24% 27
2023
Q3 		$311K Buy
7,617
+1,776
+30% +$74.5K 0.24% 27
2023
Q2 		$249K Buy
+5,841
New +$251K 0.19% 26

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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Williams Financial's EUSB Position: Q1 2025 in Review

Williams Financial sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q1 2025, closing a stake of 5,325 shares — an estimated $226K sold.

Williams Financial first reported a position in EUSB in Q2 2023 and held it in 7 quarters. The position peaked at $330K in Q4 2023. 169 funds tracked by Wall St. Rank hold EUSB as of Q1 2025.

  • Williams Financial reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Williams Financial sold 5,325 iShares ESG Advanced Universal USD Bond ETF shares in Q1 2025, an estimated $226K.
  • Williams Financial first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q2 2023 and held it in 7 quarters.
  • Williams Financial's iShares ESG Advanced Universal USD Bond ETF position peaked at $330K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q1 2025.

Based on Williams Financial's 13F filing for Q1 2025, filed 23 Apr 2025.