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 Chicago, Illinois $424B AUM 22.96% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

First Affirmative Financial Network's SUSC Position: Q2 2023 in Review

First Affirmative Financial Network sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2023, closing a stake of 9,755 shares — an estimated $225K sold.

First Affirmative Financial Network first reported a position in SUSC in Q3 2021 and held it in 7 quarters. The position peaked at $531K in Q3 2021. 201 funds tracked by Wall St. Rank hold SUSC as of Q2 2023.

First Affirmative Financial Network reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
First Affirmative Financial Network sold 9,755 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2023, an estimated $225K.
First Affirmative Financial Network first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2021 and held it in 7 quarters.
First Affirmative Financial Network's iShares ESG Aware USD Corporate Bond ETF position peaked at $531K in Q3 2021.
201 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2023.

Based on First Affirmative Financial Network's 13F filing for Q2 2023, filed 10 Jul 2023.