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Comerica Securities’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Comerica Securities’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
Q3 		$356K Sell
16,357
-1,814
-10% -$40.5K 0.03% 327
2023
Q2 		$413K Buy
18,171
+778
+4% +$17.7K 0.03% 321
2023
Q1 		$400K Buy
17,393
+7,249
+71% +$165K 0.03% 331
2022
Q4 		$226K Buy
+10,144
New +$224K 0.02% 450

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Comerica Securities's SUSC Position: Q3 2023 in Review

Comerica Securities reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 10% in Q3 2023, selling an estimated $40.5K and leaving 16,357 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #327.

Comerica Securities first reported a position in SUSC in Q4 2022 and has held it in 4 quarters since. The position peaked at $413K in Q2 2023. 203 funds tracked by Wall St. Rank hold SUSC as of Q3 2023.

  • Comerica Securities held 16,357 shares of iShares ESG Aware USD Corporate Bond ETF worth $356K as of Q3 2023.
  • Comerica Securities sold 1,814 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2023, an estimated $40.5K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Comerica Securities's portfolio in Q3 2023, its #327 holding.
  • Comerica Securities first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and has held it in 4 quarters since.
  • Comerica Securities's iShares ESG Aware USD Corporate Bond ETF position peaked at $413K in Q2 2023.
  • 203 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.