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First Command Advisory Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

First Command Advisory Services’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
-241
Closed -$5.48K – 550
2024
Q2 		$5.48K Buy
+241
New +$5.45K ﹤0.01% 392

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

First Command Advisory Services's SUSC Position: Q3 2024 in Review

First Command Advisory Services sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2024, closing a stake of 241 shares — an estimated $5.48K sold.

First Command Advisory Services first reported a position in SUSC in Q2 2024 and held it in 1 quarter. The position peaked at $5.48K in Q2 2024. 247 funds tracked by Wall St. Rank hold SUSC as of Q3 2024.

  • First Command Advisory Services reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • First Command Advisory Services sold 241 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2024, an estimated $5.48K.
  • First Command Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • First Command Advisory Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $5.48K in Q2 2024.
  • 247 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.