Benjamin F. Edwards & Company’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Benjamin F. Edwards & Company’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	$148K	Sell	6,512 -7	-0.1%	-$158	﹤0.01%	1001
2024 Q1	$150K	Buy	6,519 +54	+0.8%	+$1.24K	﹤0.01%	989
2023 Q4	$150K	Buy	6,465 +29	+0.5%	+$641	﹤0.01%	954
2023 Q3	$140K	Buy	6,436 +457	+8%	+$10.2K	0.01%	817
2023 Q2	$136K	Sell	5,979 -3	-0.1%	-$68	0.01%	819
2023 Q1	$138K	Sell	5,982 -872	-13%	-$19.9K	0.01%	814
2022 Q4	$153K	Buy	6,854 +53	+0.8%	+$1.17K	0.01%	784
2022 Q3	$148K	Sell	6,801 -9	-0.1%	-$208	0.01%	756
2022 Q2	$158K	Sell	6,810 -129	-2%	-$3.06K	0.01%	731
2022 Q1	$174K	Buy	+6,939	New	+$180K	0.01%	722

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin F. Edwards & Company's SUSC Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.11% in Q2 2024, selling an estimated $158 and leaving 6,512 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Benjamin F. Edwards & Company first reported a position in SUSC in Q1 2022 and has held it in 10 quarters since. The position peaked at $174K in Q1 2022. 251 funds tracked by Wall St. Rank hold SUSC as of Q2 2024.

Benjamin F. Edwards & Company held 6,512 shares of iShares ESG Aware USD Corporate Bond ETF worth $148K as of Q2 2024.
Benjamin F. Edwards & Company sold 7 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2024, an estimated $158.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1001 holding.
Benjamin F. Edwards & Company first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and has held it in 10 quarters since.
Benjamin F. Edwards & Company's iShares ESG Aware USD Corporate Bond ETF position peaked at $174K in Q1 2022.
251 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.