Aspire Private Capital’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Aspire Private Capital’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 Q2	–	Sell	-931	Closed	-$21.4K	–	744
2024 Q1	$21.4K	Buy	931 +128	+16%	+$2.94K	0.01%	316
2023 Q4	$18.7K	Buy	803 +108	+16%	+$2.39K	0.01%	321
2023 Q3	$15.1K	Sell	695 -63	-8%	-$1.41K	﹤0.01%	349
2023 Q2	$17.2K	Hold	758	–	–	0.01%	308
2023 Q1	$17.4K	Buy	758 +240	+46%	+$5.48K	0.01%	302
2022 Q4	$11.6K	Buy	+518	New	+$11.5K	﹤0.01%	346

Other funds holding SUSC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspire Private Capital's SUSC Position: Q2 2024 in Review

Aspire Private Capital sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2024, closing a stake of 931 shares — an estimated $21.4K sold.

Aspire Private Capital first reported a position in SUSC in Q4 2022 and held it in 6 quarters. The position peaked at $21.4K in Q1 2024. 250 funds tracked by Wall St. Rank hold SUSC as of Q2 2024.

Aspire Private Capital reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Aspire Private Capital sold 931 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2024, an estimated $21.4K.
Aspire Private Capital first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
Aspire Private Capital's iShares ESG Aware USD Corporate Bond ETF position peaked at $21.4K in Q1 2024.
250 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2024.

Based on Aspire Private Capital's 13F filing for Q2 2024, filed 15 Jul 2024.