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

Harborview 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
2021 Q3	$731K	Buy	26,572 +335	+1%	+$9.34K	0.41%	50
2021 Q2	$727K	Sell	26,237 -1,890	-7%	-$51.6K	0.41%	50
2021 Q1	$758K	Buy	28,127 +7	+0%	+$193	0.46%	48
2020 Q4	$797K	Sell	28,120 -329	-1%	-$9.21K	0.53%	44
2020 Q3	$789K	Sell	28,449 -253	-0.9%	-$7.08K	0.6%	37
2020 Q2	$793K	Sell	28,702 -2,153	-7%	-$57.7K	0.66%	35
2020 Q1	$793K	Buy	30,855 +5,716	+23%	+$151K	0.79%	23
2019 Q4	$665K	Sell	25,139 -478	-2%	-$12.6K	0.51%	39
2019 Q3	$673K	Buy	25,617 +7,740	+43%	+$202K	0.54%	37
2019 Q2	$462K	Buy	+17,877	New	+$449K	0.37%	42

Other funds holding SUSC

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harborview Advisors's SUSC Position: Q3 2021 in Review

Harborview Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.3% in Q3 2021, buying an estimated $9.34K and bringing the position to 26,572 shares worth $731K. The position accounts for 0.41% of the portfolio, ranked #50.

Harborview Advisors first reported a position in SUSC in Q2 2019 and has held it in 10 quarters since. The position peaked at $797K in Q4 2020. 128 funds tracked by Wall St. Rank hold SUSC as of Q3 2021.

Harborview Advisors held 26,572 shares of iShares ESG Aware USD Corporate Bond ETF worth $731K as of Q3 2021.
Harborview Advisors bought 335 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2021, an estimated $9.34K.
iShares ESG Aware USD Corporate Bond ETF made up 0.41% of Harborview Advisors's portfolio in Q3 2021, its #50 holding.
Harborview Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2019 and has held it in 10 quarters since.
Harborview Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $797K in Q4 2020.
128 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.