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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Connections Group's SUSC Position: Q1 2024 in Review

Financial Connections Group sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2024, closing a stake of 594 shares — an estimated $13K sold.

Financial Connections Group first reported a position in SUSC in Q4 2021 and held it in 9 quarters. The position peaked at $17K in Q4 2021. 242 funds tracked by Wall St. Rank hold SUSC as of Q1 2024.

Financial Connections Group reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Financial Connections Group sold 594 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2024, an estimated $13K.
Financial Connections Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
Financial Connections Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $17K in Q4 2021.
242 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2024.

Based on Financial Connections Group's 13F filing for Q1 2024, filed 3 May 2024.