EverSource Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Buy |
37,882
+4,031
| +12% | +$93.6K | 0.04% | 309 |
|
|
2025
Q1 | $781K | Sell |
33,851
-431
| -1% | -$9.94K | 0.04% | 294 |
|
|
2024
Q4 | $779K | Buy |
34,282
+1,563
| +5% | +$35.5K | 0.04% | 281 |
|
|
2024
Q3 | $778K | Buy |
32,719
+191
| +0.6% | +$4.54K | 0.05% | 257 |
|
|
2024
Q2 | $754K | Buy |
+32,528
| New | +$754K | 0.05% | 251 |
|