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Fiduciary Alliance’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-381
Closed -$8.66K – 852
2023
Q2 		$8.66K Buy
+381
New +$8.68K ﹤0.01% 591

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fiduciary Alliance's SUSC Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2023, closing a stake of 381 shares — an estimated $8.66K sold.

Fiduciary Alliance first reported a position in SUSC in Q2 2023 and held it in 1 quarter. The position peaked at $8.66K in Q2 2023. 203 funds tracked by Wall St. Rank hold SUSC as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 381 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2023, an estimated $8.66K.
  • Fiduciary Alliance first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's iShares ESG Aware USD Corporate Bond ETF position peaked at $8.66K in Q2 2023.
  • 203 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.