BWM
SUSC icon

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

BerganKDV 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
Q2 		– Sell
-204
Closed -$4.7K – 1056
2023
Q1 		$4.7K Buy
+204
New +$4.66K ﹤0.01% 697

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BerganKDV Wealth Management's SUSC Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2023, closing a stake of 204 shares — an estimated $4.7K sold.

BerganKDV Wealth Management first reported a position in SUSC in Q1 2023 and held it in 1 quarter. The position peaked at $4.7K in Q1 2023. 202 funds tracked by Wall St. Rank hold SUSC as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 204 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2023, an estimated $4.7K.
  • BerganKDV Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $4.7K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.