FinTrust Capital Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

FinTrust Capital Advisors’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,334	Closed	-$105K	–	1272
2022 Q2	$105K	Hold	4,334	–	–	0.03%	382
2022 Q1	$107K	Hold	4,334	–	–	0.02%	415
2021 Q4	$111K	Hold	4,334	–	–	0.03%	400
2021 Q3	$113K	Hold	4,334	–	–	0.03%	391
2021 Q2	$113K	Hold	4,334	–	–	0.03%	391
2021 Q1	$113K	Hold	4,334	–	–	0.03%	385
2020 Q4	$113K	Hold	4,334	–	–	0.04%	360
2020 Q3	$113K	Hold	4,334	–	–	0.02%	340
2020 Q2	$113K	Sell	4,334 -200	-4%	-$5.12K	0.04%	303
2020 Q1	$113K	Hold	4,534	–	–	0.05%	275
2019 Q4	$115K	Hold	4,534	–	–	0.05%	305
2019 Q3	$115K	Hold	4,534	–	–	0.04%	317
2019 Q2	$115K	Sell	4,534 -549	-11%	-$13.8K	0.05%	273
2019 Q1	$127K	Hold	5,083	–	–	0.05%	246
2018 Q4	$124K	Buy	+5,083	New	+$124K	0.06%	240

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FinTrust Capital Advisors's SUSB Position: Q3 2022 in Review

FinTrust Capital Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2022, closing a stake of 4,334 shares — an estimated $105K sold.

FinTrust Capital Advisors first reported a position in SUSB in Q4 2018 and held it in 15 quarters. The position peaked at $127K in Q1 2019. 252 funds tracked by Wall St. Rank hold SUSB as of Q3 2022.

FinTrust Capital Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 4,334 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2022, an estimated $105K.
FinTrust Capital Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2018 and held it in 15 quarters.
FinTrust Capital Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $127K in Q1 2019.
252 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2022.

Based on FinTrust Capital Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.