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First Affirmative Financial Network’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

First Affirmative Financial Network’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
Q2 		– Sell
-9,755
Closed -$225K – 201
2023
Q1 		$225K Sell
9,755
-291
-3% -$6.64K 0.26% 127
2022
Q4 		$224K Sell
10,046
-3,401
-25% -$75.2K 0.27% 123
2022
Q3 		$293K Sell
13,447
-4,180
-24% -$96.8K 0.37% 81
2022
Q2 		$408K Buy
17,627
+138
+0.8% +$3.27K 0.46% 57
2022
Q1 		$439K Sell
17,489
-374
-2% -$9.68K 0.42% 62
2021
Q4 		$487K Sell
17,863
-1,454
-8% -$39.9K 0.44% 56
2021
Q3 		$531K Buy
+19,317
New +$539K 0.55% 45

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return