Adroit Compliance’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Adroit Compliance’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
2023 Q4	$2.16M	Buy	+92,705	New	+$2.05M	0.45%	24

Other funds holding SUSC

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Adroit Compliance's SUSC Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2023: 92,705 shares worth $2.16M. The stake represents 0.45% of the portfolio and ranks #24 among its holdings.

240 funds tracked by Wall St. Rank hold SUSC as of Q4 2023.

Adroit Compliance held 92,705 shares of iShares ESG Aware USD Corporate Bond ETF worth $2.16M as of Q4 2023.
iShares ESG Aware USD Corporate Bond ETF was a new Adroit Compliance position in Q4 2023.
iShares ESG Aware USD Corporate Bond ETF made up 0.45% of Adroit Compliance's portfolio in Q4 2023, its #24 holding.
240 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.