FCG
SUSC icon

Financial Connections Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Financial Connections Group’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
2024
Q1 		– Sell
-594
Closed -$13K – 253
2023
Q4 		$13K Buy
594
+1
+0.2% +$22 0.01% 158
2023
Q3 		$12K Buy
593
+4
+0.7% +$89 0.01% 92
2023
Q2 		$13K Buy
589
+5
+0.9% +$114 0.01% 168
2023
Q1 		$13K Buy
584
+10
+2% +$228 0.01% 157
2022
Q4 		$12K Buy
574
+230
+67% +$5.09K 0.01% 158
2022
Q3 		$7K Hold
344
– – 0.01% 167
2022
Q2 		$7K Sell
344
-289
-46% -$6.85K 0.01% 212
2022
Q1 		$15K Buy
633
+5
+0.8% +$129 0.02% 165
2021
Q4 		$17K Buy
+628
New +$17.2K 0.02% 167

Other funds holding SUSC

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return