BRWA
SUSC icon

B. Riley Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-24,324
Closed -$578K – 1276
2024
Q3 		$578K Sell
24,324
-2,269
-9% -$53K 0.02% 691
2024
Q2 		$604K Sell
26,593
-384
-1% -$8.69K 0.02% 729
2024
Q1 		$587K Buy
26,977
+8,775
+48% +$201K 0.02% 719
2023
Q4 		$424K Sell
18,202
-8,775
-33% -$194K 0.01% 903
2023
Q3 		$587K Buy
26,977
+10,607
+65% +$237K 0.02% 719
2023
Q2 		$372K Sell
16,370
-1,252
-7% -$28.5K 0.01% 1010
2023
Q1 		$406K Buy
17,622
+4,467
+34% +$102K 0.01% 907
2022
Q4 		$293K Buy
13,155
+8
+0.1% +$177 0.01% 1058
2022
Q3 		$287K Buy
13,147
+1,153
+10% +$26.7K 0.01% 1030
2022
Q2 		$278K Buy
11,994
+3,310
+38% +$78.4K 0.01% 908
2022
Q1 		$219K Buy
+8,684
New +$225K 0.01% 1170

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B. Riley Wealth Advisors's SUSC Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2024, closing a stake of 24,324 shares — an estimated $578K sold.

B. Riley Wealth Advisors first reported a position in SUSC in Q1 2022 and held it in 11 quarters. The position peaked at $604K in Q2 2024. 273 funds tracked by Wall St. Rank hold SUSC as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 24,324 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2024, an estimated $578K.
  • B. Riley Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and held it in 11 quarters.
  • B. Riley Wealth Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $604K in Q2 2024.
  • 273 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.