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Anfield Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Anfield Capital 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
2020
Q1 		– Sell
-645
Closed -$17K – 348
2019
Q4 		$17K Buy
+645
New +$17K 0.01% 285

Other funds holding SUSC

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $295B AUM 31.6% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Anfield Capital Management's SUSC Position: Q1 2020 in Review

Anfield Capital Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2020, closing a stake of 645 shares — an estimated $17K sold.

Anfield Capital Management first reported a position in SUSC in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 60 funds tracked by Wall St. Rank hold SUSC as of Q1 2020.

  • Anfield Capital Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Anfield Capital Management sold 645 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2020, an estimated $17K.
  • Anfield Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Anfield Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $17K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2020.

Based on Anfield Capital Management's 13F filing for Q1 2020, filed 7 May 2020.