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

ETF Portfolio Partners’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 Q2	–	Sell	-12,133	Closed	-$279K	–	60
2024 Q1	$279K	Buy	12,133 +18	+0.1%	+$413	0.09%	47
2023 Q4	$282K	Buy	12,115 +31	+0.3%	+$685	0.09%	40
2023 Q3	$263K	Buy	12,084 +1,282	+12%	+$28.6K	0.1%	38
2023 Q2	$246K	Buy	10,802 +718	+7%	+$16.4K	0.09%	40
2023 Q1	$232K	Buy	10,084 +17	+0.2%	+$388	0.09%	47
2022 Q4	$224K	Buy	10,067 +17	+0.2%	+$376	0.09%	45
2022 Q3	$219K	Sell	10,050 -7	-0.1%	-$162	0.1%	47
2022 Q2	$233K	Buy	10,057 +8	+0.1%	+$190	0.1%	47
2022 Q1	$253K	Buy	+10,049	New	+$260K	0.1%	44

Other funds holding SUSC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ETF Portfolio Partners's SUSC Position: Q2 2024 in Review

ETF Portfolio Partners sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2024, closing a stake of 12,133 shares — an estimated $279K sold.

ETF Portfolio Partners first reported a position in SUSC in Q1 2022 and held it in 9 quarters. The position peaked at $282K in Q4 2023. 251 funds tracked by Wall St. Rank hold SUSC as of Q2 2024.

ETF Portfolio Partners reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
ETF Portfolio Partners sold 12,133 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2024, an estimated $279K.
ETF Portfolio Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and held it in 9 quarters.
ETF Portfolio Partners's iShares ESG Aware USD Corporate Bond ETF position peaked at $282K in Q4 2023.
251 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2024.

Based on ETF Portfolio Partners's 13F filing for Q2 2024, filed 15 Jul 2024.