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Farmers & Merchants Investments Inc’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Farmers & Merchants Investments Inc’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
2023
Q1 		– Sell
-914
Closed -$20.4K – 1797
2022
Q4 		$20.4K Buy
+914
New +$20.2K ﹤0.01% 529

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Wealthfront Advisers
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Fisher Asset Management
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AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Osaic Holdings
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Farmers & Merchants Investments Inc's SUSC Position: Q1 2023 in Review

Farmers & Merchants Investments Inc sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2023, closing a stake of 914 shares — an estimated $20.4K sold.

Farmers & Merchants Investments Inc first reported a position in SUSC in Q4 2022 and held it in 1 quarter. The position peaked at $20.4K in Q4 2022. 196 funds tracked by Wall St. Rank hold SUSC as of Q1 2023.

  • Farmers & Merchants Investments Inc reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 914 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2023, an estimated $20.4K.
  • Farmers & Merchants Investments Inc first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's iShares ESG Aware USD Corporate Bond ETF position peaked at $20.4K in Q4 2022.
  • 196 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.