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Eaton Vance Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Eaton Vance Management’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
2022
Q3 		$331K Sell
15,211
-130
-0.8% -$3.01K ﹤0.01% 1409
2022
Q2 		$355K Sell
15,341
-1,055
-6% -$25K ﹤0.01% 1436
2022
Q1 		$412K Sell
16,396
-380
-2% -$9.84K ﹤0.01% 1563
2021
Q4 		$458K Buy
16,776
+270
+2% +$7.41K ﹤0.01% 1349
2021
Q3 		$454K Buy
16,506
+2,648
+19% +$73.8K ﹤0.01% 1232
2021
Q2 		$384K Buy
13,858
+4,568
+49% +$125K ﹤0.01% 1404
2021
Q1 		$250K Buy
9,290
+462
+5% +$12.7K ﹤0.01% 1413
2020
Q4 		$250K Hold
8,828
– – ﹤0.01% 1372
2020
Q3 		$245K Buy
8,828
+902
+11% +$25.2K ﹤0.01% 1255
2020
Q2 		$219K Buy
+7,926
New +$212K ﹤0.01% 1245

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return