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Brown Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Brown Financial Advisors’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
Q3 		– Sell
-1,290
Closed -$29.3K – 212
2024
Q2 		$29.3K Buy
+1,290
New +$29.2K 0.01% 158

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Brown Financial Advisors's SUSC Position: Q3 2024 in Review

Brown Financial Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2024, closing a stake of 1,290 shares — an estimated $29.3K sold.

Brown Financial Advisors first reported a position in SUSC in Q2 2024 and held it in 1 quarter. The position peaked at $29.3K in Q2 2024. 247 funds tracked by Wall St. Rank hold SUSC as of Q3 2024.

  • Brown Financial Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 1,290 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2024, an estimated $29.3K.
  • Brown Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Brown Financial Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $29.3K in Q2 2024.
  • 247 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.