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

CAPTRUST 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
2025
Q2 		$450K Sell
2025
Q1 		$446K Buy
2024
Q4 		– Sell
2024
Q3 		$297K Buy
2022
Q3 		– Sell
2022
Q2 		$108K Sell
2022
Q1 		$160K Buy
2021
Q4 		$101K Buy
2021
Q3 		$89K Buy
2021
Q2 		$55K Buy
2021
Q1 		$26K Buy