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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Eaton Vance Management's SUSC Position: Q3 2022 in Review

Eaton Vance Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.85% in Q3 2022, selling an estimated $3.01K and leaving 15,211 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Eaton Vance Management first reported a position in SUSC in Q2 2020 and has held it in 10 quarters since. The position peaked at $458K in Q4 2021. 170 funds tracked by Wall St. Rank hold SUSC as of Q3 2022.

Eaton Vance Management held 15,211 shares of iShares ESG Aware USD Corporate Bond ETF worth $331K as of Q3 2022.
Eaton Vance Management sold 130 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2022, an estimated $3.01K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1409 holding.
Eaton Vance Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and has held it in 10 quarters since.
Eaton Vance Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $458K in Q4 2021.
170 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.