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

Albion Financial Group’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
2020 Q4	$130K	Buy	+4,577	New	+$128K	0.01%	199

Other funds holding SUSC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Albion Financial Group's SUSC Position: Q4 2020 in Review

Albion Financial Group opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2020: 4,577 shares worth $130K. The stake represents 0.01% of the portfolio and ranks #199 among its holdings.

120 funds tracked by Wall St. Rank hold SUSC as of Q4 2020.

Albion Financial Group held 4,577 shares of iShares ESG Aware USD Corporate Bond ETF worth $130K as of Q4 2020.
iShares ESG Aware USD Corporate Bond ETF was a new Albion Financial Group position in Q4 2020.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Albion Financial Group's portfolio in Q4 2020, its #199 holding.
120 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2020.

Based on Albion Financial Group's 13F filing for Q4 2020, filed 19 Feb 2021.