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Acorn Financial Advisory Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Acorn Financial Advisory Services’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
2021
Q1 		– Sell
-12,613
Closed -$357K – 224
2020
Q4 		$357K Buy
+12,613
New +$353K 0.14% 156

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Carson Wealth (CWM LLC)
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BlackRock
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Fisher Asset Management
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PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acorn Financial Advisory Services's SUSC Position: Q1 2021 in Review

Acorn Financial Advisory Services sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2021, closing a stake of 12,613 shares — an estimated $357K sold.

Acorn Financial Advisory Services first reported a position in SUSC in Q4 2020 and held it in 1 quarter. The position peaked at $357K in Q4 2020. 132 funds tracked by Wall St. Rank hold SUSC as of Q1 2021.

  • Acorn Financial Advisory Services reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 12,613 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2021, an estimated $357K.
  • Acorn Financial Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Acorn Financial Advisory Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $357K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2021, filed 12 Apr 2021.