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

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