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Flagship Private Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Flagship Private Wealth’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
Q3 		– Sell
-558
Closed -$15.6K – 273
2021
Q2 		$15.6K Buy
558
+2
+0.4% +$55 0.01% 205
2021
Q1 		$15K Buy
556
+2
+0.4% +$55 0.01% 190
2020
Q4 		$15.5K Buy
+554
New +$15.5K 0.01% 199

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Flagship Private Wealth's SUSC Position: Q3 2021 in Review

Flagship Private Wealth sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2021, closing a stake of 558 shares — an estimated $15.6K sold.

Flagship Private Wealth first reported a position in SUSC in Q4 2020 and held it in 3 quarters. The position peaked at $15.6K in Q2 2021. 128 funds tracked by Wall St. Rank hold SUSC as of Q3 2021.

  • Flagship Private Wealth reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 558 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2021, an estimated $15.6K.
  • Flagship Private Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $15.6K in Q2 2021.
  • 128 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.