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Fingerlakes Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Fingerlakes Wealth Management’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
Q3 		– Sell
-13,553
Closed -$308K – 91
2024
Q2 		$308K Sell
13,553
-5,074
-27% -$115K 0.28% 69
2024
Q1 		$428K Buy
18,627
+225
+1% +$5.16K 0.41% 60
2023
Q4 		$428K Buy
18,402
+60
+0.3% +$1.33K 0.46% 58
2023
Q3 		$399K Sell
18,342
-1,910
-9% -$42.6K 0.49% 55
2023
Q2 		$461K Sell
20,252
-516
-2% -$11.8K 0.53% 51
2023
Q1 		$478K Sell
20,768
-6,167
-23% -$141K 0.6% 46
2022
Q4 		$601K Sell
26,935
-959
-3% -$21.2K 0.83% 35
2022
Q3 		$608K Buy
27,894
+99
+0.4% +$2.29K 0.89% 33
2022
Q2 		$643K Buy
27,795
+439
+2% +$10.4K 0.88% 33
2022
Q1 		$687K Buy
27,356
+7,750
+40% +$201K 0.8% 34
2021
Q4 		$536K Buy
+19,606
New +$538K 0.6% 47

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fingerlakes Wealth Management's SUSC Position: Q3 2024 in Review

Fingerlakes Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2024, closing a stake of 13,553 shares — an estimated $308K sold.

Fingerlakes Wealth Management first reported a position in SUSC in Q4 2021 and held it in 11 quarters. The position peaked at $687K in Q1 2022. 247 funds tracked by Wall St. Rank hold SUSC as of Q3 2024.

  • Fingerlakes Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Fingerlakes Wealth Management sold 13,553 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2024, an estimated $308K.
  • Fingerlakes Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and held it in 11 quarters.
  • Fingerlakes Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $687K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2024.

Based on Fingerlakes Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.