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

First Pacific Financial’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
2022 Q1	–	Sell	-229,755	Closed	-$6.27M	–	101
2021 Q4	$6.27M	Sell	229,755 -3,551	-2%	-$97.5K	3.02%	5
2021 Q3	$6.42M	Buy	233,306 +19,085	+9%	+$532K	3.4%	5
2021 Q2	$5.94M	Buy	214,221 +53,160	+33%	+$1.45M	3.28%	5
2021 Q1	$4.34M	Buy	161,061 +122,776	+321%	+$3.38M	2.71%	5
2020 Q4	$1.08M	Buy	+38,285	New	+$1.07M	0.66%	15

Other funds holding SUSC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 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

First Pacific Financial's SUSC Position: Q1 2022 in Review

First Pacific Financial sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2022, closing a stake of 229,755 shares — an estimated $6.27M sold.

First Pacific Financial first reported a position in SUSC in Q4 2020 and held it in 5 quarters. The position peaked at $6.42M in Q3 2021. 154 funds tracked by Wall St. Rank hold SUSC as of Q1 2022.

First Pacific Financial reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
First Pacific Financial sold 229,755 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2022, an estimated $6.27M.
First Pacific Financial first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and held it in 5 quarters.
First Pacific Financial's iShares ESG Aware USD Corporate Bond ETF position peaked at $6.42M in Q3 2021.
154 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2022.

Based on First Pacific Financial's 13F filing for Q1 2022, filed 25 Apr 2022.