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Heritage Wealth Management (Arizona)’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$159K Buy
7,152
+3,576
+100% +$79.1K 0.02% 355
2022
Q3 		$78K Hold
3,576
– – 0.03% 354
2022
Q2 		$82.8K Hold
3,576
– – 0.03% 355
2022
Q1 		$90K Buy
+3,576
New +$92.5K 0.02% 381
2021
Q3 		$110K Hold
4,018
– – 0.04% 321
2021
Q2 		$111K Hold
4,018
– – 0.04% 323
2021
Q1 		$108K Buy
+4,018
New +$111K 0.06% 239

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SUSC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 100% in Q4 2022, buying an estimated $79.1K and bringing the position to 7,152 shares worth $159K. The position accounts for 0.02% of the portfolio, ranked #355.

Heritage Wealth Management (Arizona) first reported a position in SUSC in Q1 2021 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold SUSC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 7,152 shares of iShares ESG Aware USD Corporate Bond ETF worth $159K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 3,576 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2022, an estimated $79.1K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #355 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
  • 182 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.