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Asset Planning Services (Pennsylvania)’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019
Q4 		– Sell
-2,682
Closed -$71K – 229
2019
Q3 		$71K Buy
+2,682
New +$70.1K 0.03% 114

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SUSC Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2019, closing a stake of 2,682 shares — an estimated $71K sold.

Asset Planning Services (Pennsylvania) first reported a position in SUSC in Q3 2019 and held it in 1 quarter. The position peaked at $71K in Q3 2019. 51 funds tracked by Wall St. Rank hold SUSC as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 2,682 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2019, an estimated $71K.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s iShares ESG Aware USD Corporate Bond ETF position peaked at $71K in Q3 2019.
  • 51 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.