Burleson & Co’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Burleson & Co’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
2022 Q4	$780	Buy	+35	New	+$774	﹤0.01%	363

Other funds holding SUSC

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Burleson & Co's SUSC Position: Q4 2022 in Review

Burleson & Co opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2022: 35 shares worth $780. The stake represents ﹤0.01% of the portfolio and ranks #363 among its holdings.

182 funds tracked by Wall St. Rank hold SUSC as of Q4 2022.

Burleson & Co held 35 shares of iShares ESG Aware USD Corporate Bond ETF worth $780 as of Q4 2022.
iShares ESG Aware USD Corporate Bond ETF was a new Burleson & Co position in Q4 2022.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #363 holding.
182 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.