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Bourgeon Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-625
Closed -$14.5K – 344
2023
Q4 		$14.5K Buy
625
+90
+17% +$1.99K ﹤0.01% 230
2023
Q3 		$11.6K Buy
535
+120
+29% +$2.68K ﹤0.01% 232
2023
Q2 		$9.44K Buy
+415
New +$9.45K ﹤0.01% 254

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bourgeon Capital Management's SUSC Position: Q1 2024 in Review

Bourgeon Capital Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2024, closing a stake of 625 shares — an estimated $14.5K sold.

Bourgeon Capital Management first reported a position in SUSC in Q2 2023 and held it in 3 quarters. The position peaked at $14.5K in Q4 2023. 241 funds tracked by Wall St. Rank hold SUSC as of Q1 2024.

  • Bourgeon Capital Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 625 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2024, an estimated $14.5K.
  • Bourgeon Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
  • Bourgeon Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $14.5K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.