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

Diversified’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
2024
Q3 		$511K Buy
21,489
+207
+1% +$4.83K 0.06% 121
2024
Q2 		$484K Buy
+21,282
New +$482K 0.06% 121

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Diversified's SUSC Position: Q3 2024 in Review

Diversified increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.97% in Q3 2024, buying an estimated $4.83K and bringing the position to 21,489 shares worth $511K. The position accounts for 0.06% of the portfolio, ranked #121.

Diversified first reported a position in SUSC in Q2 2024 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold SUSC as of Q3 2024.

  • Diversified held 21,489 shares of iShares ESG Aware USD Corporate Bond ETF worth $511K as of Q3 2024.
  • Diversified bought 207 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2024, an estimated $4.83K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.06% of Diversified's portfolio in Q3 2024, its #121 holding.
  • Diversified first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.