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Financial Architects (New Jersey)’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Financial Architects (New Jersey)’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
Q2 		– Sell
-8,964
Closed -$206K – 328
2023
Q1 		$206K Buy
+8,964
New +$205K 0.03% 307
2022
Q2 		– Sell
-16,870
Closed -$424K – 254
2022
Q1 		$424K Sell
16,870
-784
-4% -$20.3K 0.06% 217
2021
Q4 		$482K Sell
17,654
-1,445
-8% -$39.7K 0.07% 209
2021
Q3 		$525K Buy
19,099
+429
+2% +$12K 0.08% 193
2021
Q2 		$518K Buy
18,670
+547
+3% +$14.9K 0.07% 197
2021
Q1 		$488K Buy
18,123
+5,281
+41% +$145K 0.08% 196
2020
Q4 		$364K Buy
+12,842
New +$359K 0.07% 200
2020
Q3 		– Sell
-4,512
Closed -$125K – 706
2020
Q2 		$125K Buy
4,512
+2,865
+174% +$76.8K 0.03% 296
2020
Q1 		$42K Buy
1,647
+340
+26% +$8.98K 0.01% 412
2019
Q4 		$35K Buy
+1,307
New +$34.5K 0.01% 477

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Architects (New Jersey)'s SUSC Position: Q2 2023 in Review

Financial Architects (New Jersey) sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2023, closing a stake of 8,964 shares — an estimated $206K sold.

Financial Architects (New Jersey) first reported a position in SUSC in Q4 2019 and held it in 10 quarters. The position peaked at $525K in Q3 2021. 201 funds tracked by Wall St. Rank hold SUSC as of Q2 2023.

  • Financial Architects (New Jersey) reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 8,964 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2023, an estimated $206K.
  • Financial Architects (New Jersey) first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
  • Financial Architects (New Jersey)'s iShares ESG Aware USD Corporate Bond ETF position peaked at $525K in Q3 2021.
  • 201 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.