Firestone Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Firestone Capital 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
2021 Q4	–	Sell	-846	Closed	-$23K	–	405
2021 Q3	$23K	Hold	846	–	–	0.01%	300
2021 Q2	$23K	Buy	846 +2	+0.2%	+$55	0.01%	292
2021 Q1	$23K	Buy	844 +2	+0.2%	+$55	0.01%	296
2020 Q4	$24K	Sell	842 -348	-29%	-$9.74K	0.01%	283
2020 Q3	$33K	Buy	1,190 +2	+0.2%	+$56	0.01%	223
2020 Q2	$33K	Buy	1,188 +760	+178%	+$20.4K	0.02%	220
2020 Q1	$11K	Buy	428 +2	+0.5%	+$53	0.01%	307
2019 Q4	$11K	Buy	+426	New	+$11.2K	﹤0.01%	345

Other funds holding SUSC

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Firestone Capital Management's SUSC Position: Q4 2021 in Review

Firestone Capital Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2021, closing a stake of 846 shares — an estimated $23K sold.

Firestone Capital Management first reported a position in SUSC in Q4 2019 and held it in 8 quarters. The position peaked at $33K in Q3 2020. 132 funds tracked by Wall St. Rank hold SUSC as of Q4 2021.

Firestone Capital Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 846 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2021, an estimated $23K.
Firestone Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
Firestone Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $33K in Q3 2020.
132 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.