GIA
SUSC icon

Goodwin Investment Advisory’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-3,789
Closed -$88.2K – 75
2023
Q4 		$88.2K Sell
3,789
-3,959
-51% -$87.5K 0.05% 40
2023
Q3 		$169K Sell
7,748
-3,299
-30% -$73.6K 0.1% 47
2023
Q2 		$251K Sell
11,047
-2,689
-20% -$61.2K 0.15% 42
2023
Q1 		$316K Buy
13,736
+4,820
+54% +$110K 0.21% 36
2022
Q4 		$199K Sell
8,916
-1,172
-12% -$25.9K 0.14% 44
2022
Q3 		$220K Buy
10,088
+2,623
+35% +$60.7K 0.17% 44
2022
Q2 		$173K Buy
7,465
+2,487
+50% +$58.9K 0.13% 42
2022
Q1 		$125K Buy
+4,978
New +$129K 0.09% 51
2021
Q4 		– Sell
-1,976
Closed -$54K – 184
2021
Q3 		$54K Buy
1,976
+775
+65% +$21.6K 0.05% 65
2021
Q2 		$34K Sell
1,201
-980
-45% -$26.7K 0.04% 86
2021
Q1 		$60K Sell
2,181
-488
-18% -$13.4K 0.07% 56
2020
Q4 		$76K Buy
+2,669
New +$74.7K 0.09% 39

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goodwin Investment Advisory's SUSC Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2024, closing a stake of 3,789 shares — an estimated $88.2K sold.

Goodwin Investment Advisory first reported a position in SUSC in Q4 2020 and held it in 12 quarters. The position peaked at $316K in Q1 2023. 242 funds tracked by Wall St. Rank hold SUSC as of Q1 2024.

  • Goodwin Investment Advisory reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Goodwin Investment Advisory sold 3,789 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2024, an estimated $88.2K.
  • Goodwin Investment Advisory first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and held it in 12 quarters.
  • Goodwin Investment Advisory's iShares ESG Aware USD Corporate Bond ETF position peaked at $316K in Q1 2023.
  • 242 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.