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Colonial River Investments’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Colonial River Investments’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
Q2 		– Sell
-7,996
Closed -$201K – 228
2022
Q1 		$201K Sell
7,996
-43,072
-84% -$1.11M 0.12% 203
2021
Q4 		$1.39M Buy
+51,068
New +$1.4M 0.75% 33

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Carson Wealth (CWM LLC)
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Colonial River Investments's SUSC Position: Q2 2022 in Review

Colonial River Investments sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2022, closing a stake of 7,996 shares — an estimated $201K sold.

Colonial River Investments first reported a position in SUSC in Q4 2021 and held it in 2 quarters. The position peaked at $1.39M in Q4 2021. 155 funds tracked by Wall St. Rank hold SUSC as of Q2 2022.

  • Colonial River Investments reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Colonial River Investments sold 7,996 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2022, an estimated $201K.
  • Colonial River Investments first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Colonial River Investments's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.39M in Q4 2021.
  • 155 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2022.

Based on Colonial River Investments's 13F filing for Q2 2022, filed 15 Aug 2022.