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55I LLC’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

55I LLC’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-92,886
Closed -$2.33M – 689
2022
Q1 		$2.33M Buy
+92,886
New +$2.4M 0.06% 176
2021
Q2 		– Sell
-86,841
Closed -$2.34M – 402
2021
Q1 		$2.34M Buy
86,841
+23,996
+38% +$660K 0.12% 113
2020
Q4 		$1.78M Buy
62,845
+14,907
+31% +$417K 0.13% 92
2020
Q3 		$1.33M Buy
47,938
+12,251
+34% +$343K 0.12% 109
2020
Q2 		$986K Buy
+35,687
New +$956K 0.15% 114

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

55I LLC's SUSC Position: Q2 2022 in Review

55I LLC sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2022, closing a stake of 92,886 shares — an estimated $2.33M sold.

55I LLC first reported a position in SUSC in Q2 2020 and held it in 5 quarters. The position peaked at $2.34M in Q1 2021. 155 funds tracked by Wall St. Rank hold SUSC as of Q2 2022.

  • 55I LLC reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • 55I LLC sold 92,886 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2022, an estimated $2.33M.
  • 55I LLC first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and held it in 5 quarters.
  • 55I LLC's iShares ESG Aware USD Corporate Bond ETF position peaked at $2.34M in Q1 2021.
  • 155 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.