AF
SUSC icon

Advisornet Financial’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-807
Closed -$19.2K – 2248
2024
Q3 		$19.2K Buy
807
+90
+13% +$2.1K ﹤0.01% 1208
2024
Q2 		$16.3K Buy
717
+59
+9% +$1.33K ﹤0.01% 1165
2024
Q1 		$15.1K Buy
658
+43
+7% +$986 ﹤0.01% 1162
2023
Q4 		$14.3K Buy
615
+4
+0.7% +$88 ﹤0.01% 1207
2023
Q3 		$13.3K Buy
611
+41
+7% +$915 ﹤0.01% 1168
2023
Q2 		$13K Buy
570
+3
+0.5% +$68 ﹤0.01% 1245
2023
Q1 		$13.1K Sell
567
-7,036
-93% -$161K ﹤0.01% 1230
2022
Q4 		$170K Buy
7,603
+39
+0.5% +$863 0.02% 500
2022
Q3 		$165K Buy
7,564
+7,479
+8,799% +$173K 0.02% 543
2022
Q2 		$2K Sell
85
-765
-90% -$18.1K ﹤0.01% 1736
2022
Q1 		$21K Buy
850
+844
+14,067% +$21.8K ﹤0.01% 1233
2021
Q4 		$0 Hold
6
– – ﹤0.01% 2141
2021
Q3 		$0 Sell
6
-1
-14% -$28 ﹤0.01% 1994
2021
Q2 		$0 Sell
7
-46
-87% -$1.25K ﹤0.01% 1860
2021
Q1 		$1K Buy
+53
New +$1.46K ﹤0.01% 1719
2020
Q4 		– Sell
-4,467
Closed -$124K – 1829
2020
Q3 		$124K Buy
4,467
+3,544
+384% +$99.2K 0.01% 616
2020
Q2 		$25K Hold
923
– – ﹤0.01% 1051
2020
Q1 		$24K Sell
923
-1,513
-62% -$40K ﹤0.01% 1022
2019
Q4 		$64K Hold
2,436
– – 0.01% 813
2019
Q3 		$64K Hold
2,436
– – 0.01% 810
2019
Q2 		$63K Hold
2,436
– – 0.01% 739
2019
Q1 		$61K Buy
2,436
+79
+3% +$1.93K 0.01% 678
2018
Q4 		$56K Buy
+2,357
New +$56.1K 0.01% 664

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisornet Financial's SUSC Position: Q4 2024 in Review

Advisornet Financial sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2024, closing a stake of 807 shares — an estimated $19.2K sold.

Advisornet Financial first reported a position in SUSC in Q4 2018 and held it in 23 quarters. The position peaked at $170K in Q4 2022. 273 funds tracked by Wall St. Rank hold SUSC as of Q4 2024.

  • Advisornet Financial reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 807 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2024, an estimated $19.2K.
  • Advisornet Financial first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2018 and held it in 23 quarters.
  • Advisornet Financial's iShares ESG Aware USD Corporate Bond ETF position peaked at $170K in Q4 2022.
  • 273 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.