ERTS Wealth Advisors’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 | – | Sell |
-13,970
| Closed | -$322K | – | 78 |
|
|
2025
Q1 | $322K | Buy |
13,970
+117
| +0.8% | +$2.7K | 0.06% | 64 |
|
|
2024
Q4 | $315K | Buy |
13,853
+280
| +2% | +$6.36K | 0.06% | 66 |
|
|
2024
Q3 | $323K | Buy |
13,573
+1,223
| +10% | +$29.1K | 0.06% | 72 |
|
|
2024
Q2 | $281K | Buy |
12,350
+79
| +0.6% | +$1.8K | 0.06% | 78 |
|
|
2024
Q1 | $282K | Buy |
12,271
+1,989
| +19% | +$45.7K | 0.06% | 78 |
|
|
2023
Q4 | $239K | Buy |
+10,282
| New | +$239K | 0.05% | 79 |
|
|
2021
Q3 | – | Sell |
-8,858
| Closed | -$246K | – | 89 |
|
|
2021
Q2 | $246K | Sell |
8,858
-128
| -1% | -$3.56K | 0.07% | 76 |
|
|
2021
Q1 | $242K | Sell |
8,986
-121
| -1% | -$3.26K | 0.07% | 77 |
|
|
2020
Q4 | $258K | Buy |
+9,107
| New | +$258K | 0.08% | 65 |
|
|
2019
Q1 | – | Sell |
-129
| Closed | -$3K | – | 273 |
|
|
2018
Q4 | $3K | Buy |
+129
| New | +$3K | ﹤0.01% | 293 |
|