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

Arrow 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
2022
Q2 		– Sell
-51,024
Closed -$1.28M – 371
2022
Q1 		$1.28M Hold
51,024
– – 0.15% 97
2021
Q4 		$1.39M Buy
51,024
+565
+1% +$15.5K 0.16% 92
2021
Q3 		$1.39M Hold
50,459
– – 0.18% 84
2021
Q2 		$1.4M Sell
50,459
-12,920
-20% -$352K 0.18% 86
2021
Q1 		$1.71M Buy
+63,379
New +$1.74M 0.23% 75

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return