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ICA Group Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

ICA Group Wealth Management’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
Q3 		– Sell
-225
Closed -$5.12K – 1100
2023
Q2 		$5.12K Buy
+225
New +$5.12K ﹤0.01% 973
2023
Q1 		– Sell
-225
Closed -$5.02K – 1362
2022
Q4 		$5.02K Buy
+225
New +$4.98K ﹤0.01% 964

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

ICA Group Wealth Management's SUSC Position: Q3 2023 in Review

ICA Group Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2023, closing a stake of 225 shares — an estimated $5.12K sold.

ICA Group Wealth Management first reported a position in SUSC in Q4 2022 and held it in 2 quarters. The position peaked at $5.12K in Q2 2023. 203 funds tracked by Wall St. Rank hold SUSC as of Q3 2023.

  • ICA Group Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 225 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2023, an estimated $5.12K.
  • ICA Group Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $5.12K in Q2 2023.
  • 203 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.