C-J Advisory’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

C-J Advisory’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
2021 Q3	$1.48M	Buy	53,847 +323	+0.6%	+$9.01K	0.78%	26
2021 Q2	$1.48M	Buy	53,524 +5,411	+11%	+$148K	0.8%	26
2021 Q1	$1.3M	Buy	48,113 +4,310	+10%	+$119K	0.76%	24
2020 Q4	$1.24M	Buy	43,803 +1,724	+4%	+$48.2K	0.77%	24
2020 Q3	$1.17M	Buy	42,079 +7	+0%	+$196	0.85%	24
2020 Q2	$1.16M	Buy	42,072 +5,897	+16%	+$158K	0.88%	24
2020 Q1	$930K	Buy	36,175 +7,200	+25%	+$190K	0.84%	23
2019 Q4	$766K	Buy	28,975 +3,300	+13%	+$87K	0.46%	28
2019 Q3	$675K	Buy	25,675 +2,759	+12%	+$72.1K	0.42%	30
2019 Q2	$592K	Buy	22,916 +1,562	+7%	+$39.2K	0.38%	28
2019 Q1	$529K	Buy	21,354 +260	+1%	+$6.34K	0.34%	30
2018 Q4	$504K	Buy	21,094 +3,735	+22%	+$88.9K	0.37%	28
2018 Q3	$421K	Buy	17,359 +4,260	+33%	+$103K	0.28%	30
2018 Q2	$317K	Buy	13,099 +10,076	+333%	+$245K	0.22%	31
2018 Q1	$75K	Buy	+3,023	New	+$75.2K	0.05%	43

Other funds holding SUSC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

C-J Advisory's SUSC Position: Q3 2021 in Review

C-J Advisory increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.6% in Q3 2021, buying an estimated $9.01K and bringing the position to 53,847 shares worth $1.48M. The position accounts for 0.78% of the portfolio, ranked #26.

C-J Advisory first reported a position in SUSC in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.48M in Q2 2021. 128 funds tracked by Wall St. Rank hold SUSC as of Q3 2021.

C-J Advisory held 53,847 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.48M as of Q3 2021.
C-J Advisory bought 323 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2021, an estimated $9.01K.
iShares ESG Aware USD Corporate Bond ETF made up 0.78% of C-J Advisory's portfolio in Q3 2021, its #26 holding.
C-J Advisory first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2018 and has held it in 15 quarters since.
C-J Advisory's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.48M in Q2 2021.
128 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2021.

Based on C-J Advisory's 13F filing for Q3 2021, filed 13 Oct 2021.