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Carmel Capital Partners’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-840
Closed -$18.3K – 622
2023
Q3 		$18.3K Hold
840
– – 0.01% 362
2023
Q2 		$19.1K Hold
840
– – 0.01% 258
2023
Q1 		$19.3K Buy
+840
New +$19.2K 0.01% 294

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Carmel Capital Partners's SUSC Position: Q4 2023 in Review

Carmel Capital Partners sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2023, closing a stake of 840 shares — an estimated $18.3K sold.

Carmel Capital Partners first reported a position in SUSC in Q1 2023 and held it in 3 quarters. The position peaked at $19.3K in Q1 2023. 240 funds tracked by Wall St. Rank hold SUSC as of Q4 2023.

  • Carmel Capital Partners reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 840 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2023, an estimated $18.3K.
  • Carmel Capital Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's iShares ESG Aware USD Corporate Bond ETF position peaked at $19.3K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.