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World Investment Advisors’s iShares ESG Advanced Universal USD Bond ETF EUSB Stock Holding History

World Investment 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
2025
Q3 		– Sell
-7,550
Closed -$329K – 1250
2025
Q2 		$329K Buy
7,550
+1,535
+26% +$66K 0.01% 881
2025
Q1 		$261K Buy
6,015
+418
+7% +$17.9K 0.01% 920
2024
Q4 		$238K Sell
5,597
-2,669
-32% -$115K 0.01% 910
2024
Q3 		$366K Buy
8,266
+534
+7% +$23.3K 0.01% 671
2024
Q2 		$329K Buy
7,732
+624
+9% +$26.3K 0.02% 479
2024
Q1 		$304K Buy
7,108
+440
+7% +$18.8K 0.04% 307
2023
Q4 		$288K Sell
6,668
-2,480
-27% -$103K 0.04% 316
2023
Q3 		$374K Buy
9,148
+887
+11% +$37.2K 0.07% 171
2023
Q2 		$352K Sell
8,261
-228
-3% -$9.78K 0.07% 179
2023
Q1 		$367K Sell
8,489
-6,186
-42% -$265K 0.08% 159
2022
Q4 		$619K Buy
14,675
+3,495
+31% +$147K 0.14% 108
2022
Q3 		$468K Buy
11,180
+4,947
+79% +$217K 0.11% 138
2022
Q2 		$280K Sell
6,233
-134
-2% -$5.97K 0.06% 205
2022
Q1 		$296K Buy
6,367
+421
+7% +$20K 0.06% 202
2021
Q4 		$282K Buy
5,946
+490
+9% +$24.2K 0.06% 209
2021
Q3 		$271K Buy
5,456
+1,107
+25% +$55.3K 0.06% 199
2021
Q2 		$216K Buy
4,349
+176
+4% +$8.69K 0.05% 228
2021
Q1 		$205K Buy
+4,173
New +$208K 0.05% 216

Other funds holding EUSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

World Investment Advisors's EUSB Position: Q3 2025 in Review

World Investment Advisors sold out of iShares ESG Advanced Universal USD Bond ETF (EUSB) in Q3 2025, closing a stake of 7,550 shares — an estimated $329K sold.

World Investment Advisors first reported a position in EUSB in Q1 2021 and held it in 18 quarters. The position peaked at $619K in Q4 2022. 152 funds tracked by Wall St. Rank hold EUSB as of Q3 2025.

  • World Investment Advisors reported no remaining iShares ESG Advanced Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
  • World Investment Advisors sold 7,550 iShares ESG Advanced Universal USD Bond ETF shares in Q3 2025, an estimated $329K.
  • World Investment Advisors first reported a position in iShares ESG Advanced Universal USD Bond ETF in Q1 2021 and held it in 18 quarters.
  • World Investment Advisors's iShares ESG Advanced Universal USD Bond ETF position peaked at $619K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held iShares ESG Advanced Universal USD Bond ETF as of Q3 2025.

Based on World Investment Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.