Farther Finance 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 | $899K | Buy |
38,687
+890
| +2% | +$20.7K | 0.02% | 629 |
|
|
2025
Q1 | $870K | Buy |
37,797
+11,373
| +43% | +$262K | 0.02% | 563 |
|
|
2024
Q4 | $600K | Buy |
26,424
+874
| +3% | +$19.9K | 0.02% | 526 |
|
|
2024
Q3 | $608K | Sell |
25,550
-94
| -0.4% | -$2.24K | 0.02% | 515 |
|
|
2024
Q2 | $577K | Buy |
25,644
+2,844
| +12% | +$64K | 0.03% | 439 |
|
|
2024
Q1 | $518K | Buy |
22,800
+683
| +3% | +$15.5K | 0.03% | 383 |
|
|
2023
Q4 | $515K | Buy |
22,117
+11,037
| +100% | +$257K | 0.04% | 343 |
|
|
2023
Q3 | $241K | Sell |
11,080
-3,089
| -22% | -$67.2K | 0.04% | 342 |
|
|
2023
Q2 | $322K | Buy |
14,169
+8,414
| +146% | +$191K | 0.07% | 229 |
|
|
2023
Q1 | $132K | Buy |
5,755
+1,682
| +41% | +$38.7K | 0.04% | 337 |
|
|
2022
Q4 | $90.8K | Buy |
+4,073
| New | +$90.8K | 0.04% | 343 |
|