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Coppell Advisory Solutions’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-401
Closed -$9.12K – 1671
2024
Q4 		$9.12K Hold
401
– – ﹤0.01% 1140
2024
Q3 		$9.56K Hold
401
– – ﹤0.01% 1095
2024
Q2 		$9.11K Buy
+401
New +$9.08K ﹤0.01% 1038
2023
Q4 		$9.33K Buy
+401
New +$8.86K ﹤0.01% 951

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Coppell Advisory Solutions's SUSC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2025, closing a stake of 401 shares — an estimated $9.12K sold.

Coppell Advisory Solutions first reported a position in SUSC in Q4 2023 and held it in 4 quarters. The position peaked at $9.56K in Q3 2024. 263 funds tracked by Wall St. Rank hold SUSC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 401 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2025, an estimated $9.12K.
  • Coppell Advisory Solutions first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's iShares ESG Aware USD Corporate Bond ETF position peaked at $9.56K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.