Beacon Pointe Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,338
Closed -$225K 1364
2023
Q3
$225K Buy
+10,338
New +$225K ﹤0.01% 1174
2023
Q2
Sell
-35,663
Closed -$821K 1173
2023
Q1
$821K Buy
+35,663
New +$821K 0.01% 599