AIM
SUSC icon

Advantage Investment Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Advantage Investment Management’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
2019
Q3 		$32K Hold
1,200
– – 0.02% 425
2019
Q2 		$31K Hold
1,200
– – 0.02% 443
2019
Q1 		$30K Hold
1,200
– – 0.02% 440
2018
Q4 		$29K Buy
+1,200
New +$28.6K 0.02% 448

Other funds holding SUSC

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Advantage Investment Management's SUSC Position: Q3 2019 in Review

Advantage Investment Management held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q3 2019 at 1,200 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #425.

Advantage Investment Management first reported a position in SUSC in Q4 2018 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold SUSC as of Q3 2019.

  • Advantage Investment Management held 1,200 shares of iShares ESG Aware USD Corporate Bond ETF worth $32K as of Q3 2019.
  • Advantage Investment Management left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q3 2019.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #425 holding.
  • Advantage Investment Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2018 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.