EPP
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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return