Focus Partners Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
11,909
-2,009
| -14% | -$46.7K | ﹤0.01% | 1706 |
|
|
2025
Q1 | $321K | Buy |
13,918
+2,388
| +21% | +$55.1K | ﹤0.01% | 1527 |
|
|
2024
Q4 | $262K | Buy |
+11,530
| New | +$262K | ﹤0.01% | 1597 |
|
|
2024
Q3 | – | Sell |
-11,482
| Closed | -$264K | – | 1690 |
|
|
2024
Q2 | $264K | Buy |
11,482
+28
| +0.2% | +$644 | ﹤0.01% | 1102 |
|
|
2024
Q1 | $256K | Buy |
+11,454
| New | +$256K | ﹤0.01% | 880 |
|