GW & Wade’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$266K Buy
2023
Q3
$240K Buy
2023
Q2
$203K Sell
2023
Q1
$211K Buy
2022
Q4
Sell
2022
Q3
$256K Buy
2022
Q2
$247K Sell
2022
Q1
$300K Buy
2021
Q4
$253K Buy
2021
Q3
$255K Buy
2021
Q2
$257K Buy
2021
Q1
$250K Buy
2020
Q4
$218K Buy