JSW
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Journey Strategic Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Journey Strategic Wealth’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
Q2 		– Sell
-8,794
Closed -$202K – 416
2024
Q1 		$202K Buy
+8,794
New +$202K 0.01% 286

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Journey Strategic Wealth's SUSC Position: Q2 2024 in Review

Journey Strategic Wealth sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2024, closing a stake of 8,794 shares — an estimated $202K sold.

Journey Strategic Wealth first reported a position in SUSC in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 250 funds tracked by Wall St. Rank hold SUSC as of Q2 2024.

  • Journey Strategic Wealth reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 8,794 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2024, an estimated $202K.
  • Journey Strategic Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Journey Strategic Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $202K in Q1 2024.
  • 250 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2024.

Based on Journey Strategic Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.