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Fortis Capital Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Fortis Capital Advisors’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
-2,941
Closed -$67.7K – 557
2023
Q1 		$67.7K Sell
2,941
-1,088
-27% -$24.8K 0.04% 240
2022
Q4 		$89.8K Buy
+4,029
New +$89.1K 0.05% 233

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortis Capital Advisors's SUSC Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2023, closing a stake of 2,941 shares — an estimated $67.7K sold.

Fortis Capital Advisors first reported a position in SUSC in Q4 2022 and held it in 2 quarters. The position peaked at $89.8K in Q4 2022. 202 funds tracked by Wall St. Rank hold SUSC as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 2,941 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2023, an estimated $67.7K.
  • Fortis Capital Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $89.8K in Q4 2022.
  • 202 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.