Diversify Advisory Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Sell |
31,724
-6,451
| -17% | -$150K | 0.03% | 408 |
|
|
2025
Q1 | $878K | Sell |
38,175
-10,177
| -21% | -$234K | 0.05% | 241 |
|
|
2024
Q4 | $1.09M | Sell |
48,352
-14,967
| -24% | -$336K | 0.06% | 220 |
|
|
2024
Q3 | $1.47M | Sell |
63,319
-6,247
| -9% | -$145K | 0.08% | 200 |
|
|
2024
Q2 | $1.59M | Buy |
69,566
+8,674
| +14% | +$198K | 0.09% | 183 |
|
|
2024
Q1 | $1.38M | Buy |
+60,892
| New | +$1.38M | 0.08% | 192 |
|