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Financial Life Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Financial Life Advisors’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
Q1 		– Sell
-10,848
Closed -$242K – 76
2022
Q4 		$242K Buy
+10,848
New +$240K 0.11% 66
2021
Q3 		– Sell
-9,487
Closed -$263K – 55
2021
Q2 		$263K Hold
9,487
– – 0.11% 48
2021
Q1 		$256K Hold
9,487
– – 0.12% 48
2020
Q4 		$268K Buy
+9,487
New +$265K 0.14% 44

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $45.6B AUM 18.83% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Life Advisors's SUSC Position: Q1 2023 in Review

Financial Life Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2023, closing a stake of 10,848 shares — an estimated $242K sold.

Financial Life Advisors first reported a position in SUSC in Q4 2020 and held it in 4 quarters. The position peaked at $268K in Q4 2020. 196 funds tracked by Wall St. Rank hold SUSC as of Q1 2023.

  • Financial Life Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Life Advisors sold 10,848 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2023, an estimated $242K.
  • Financial Life Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
  • Financial Life Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $268K in Q4 2020.
  • 196 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2023.

Based on Financial Life Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.