Corient Private Wealth
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Corient Private Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Corient Private Wealth’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
Q2 		$545K Buy
2025
Q1 		$540K Buy
2024
Q4 		$503K Buy
2024
Q3 		$440K Buy
2024
Q2 		$408K Buy
2024
Q1 		$413K Buy
2023
Q4 		$325K Sell
2023
Q3 		$349K Sell
2023
Q2 		$371K Buy
2023
Q1 		$349K Buy