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Karn Couzens & Associates’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Karn Couzens & Associates’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
Q1 		– Sell
-7,662
Closed -$209K – 93
2021
Q4 		$209K Hold
7,662
– – 0.14% 80
2021
Q3 		$211K Hold
7,662
– – 0.16% 72
2021
Q2 		$212K Hold
7,662
– – 0.16% 70
2021
Q1 		$206K Buy
+7,662
New +$211K 0.19% 63

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Karn Couzens & Associates's SUSC Position: Q1 2022 in Review

Karn Couzens & Associates sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2022, closing a stake of 7,662 shares — an estimated $209K sold.

Karn Couzens & Associates first reported a position in SUSC in Q1 2021 and held it in 4 quarters. The position peaked at $212K in Q2 2021. 154 funds tracked by Wall St. Rank hold SUSC as of Q1 2022.

  • Karn Couzens & Associates reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Karn Couzens & Associates sold 7,662 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2022, an estimated $209K.
  • Karn Couzens & Associates first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
  • Karn Couzens & Associates's iShares ESG Aware USD Corporate Bond ETF position peaked at $212K in Q2 2021.
  • 154 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.