BWM
SUSC icon

Baystate Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Baystate Wealth 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
2023
Q1 		– Sell
-797
Closed -$18K – 1080
2022
Q4 		$18K Buy
+797
New +$17.6K ﹤0.01% 485

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baystate Wealth Management's SUSC Position: Q1 2023 in Review

Baystate Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2023, closing a stake of 797 shares — an estimated $18K sold.

Baystate Wealth Management first reported a position in SUSC in Q4 2022 and held it in 1 quarter. The position peaked at $18K in Q4 2022. 196 funds tracked by Wall St. Rank hold SUSC as of Q1 2023.

  • Baystate Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 797 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2023, an estimated $18K.
  • Baystate Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Baystate Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $18K in Q4 2022.
  • 196 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.