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

CGN 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
2021
Q3 		– Sell
-9,519
Closed -$264K – 211
2021
Q2 		$264K Buy
9,519
+403
+4% +$11K 0.08% 187
2021
Q1 		$246K Sell
9,116
-3,673
-29% -$101K 0.09% 178
2020
Q4 		$362K Buy
+12,789
New +$358K 0.14% 135

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CGN Advisors's SUSC Position: Q3 2021 in Review

CGN Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2021, closing a stake of 9,519 shares — an estimated $264K sold.

CGN Advisors first reported a position in SUSC in Q4 2020 and held it in 3 quarters. The position peaked at $362K in Q4 2020. 128 funds tracked by Wall St. Rank hold SUSC as of Q3 2021.

  • CGN Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • CGN Advisors sold 9,519 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2021, an estimated $264K.
  • CGN Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • CGN Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $362K in Q4 2020.
  • 128 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2021.

Based on CGN Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.