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

Legacy Financial 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 Q1	–	Sell	-14,272	Closed	-$404K	–	166
2020 Q4	$404K	Buy	14,272 +994	+7%	+$27.8K	0.11%	74
2020 Q3	$368K	Buy	13,278 +425	+3%	+$11.9K	0.11%	68
2020 Q2	$355K	Buy	12,853 +185	+1%	+$4.96K	0.13%	38
2020 Q1	$338K	Buy	12,668 +2,350	+23%	+$62.1K	0.13%	50
2019 Q4	$273K	Buy	+10,318	New	+$272K	0.09%	101
2019 Q2	–	Sell	-7,025	Closed	-$176K	–	796
2019 Q1	$176K	Buy	7,025 +263	+4%	+$6.41K	0.06%	113
2018 Q4	$161K	Buy	6,762 +329	+5%	+$7.83K	0.06%	110
2018 Q3	$156K	Buy	6,433 +24	+0.4%	+$583	0.06%	124
2018 Q2	$156K	Buy	6,409 +34	+0.5%	+$826	0.06%	122
2018 Q1	$157K	Buy	6,375 +258	+4%	+$6.42K	0.06%	131
2017 Q4	$155K	Buy	+6,117	New	+$155K	0.06%	138

Other funds holding SUSC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Legacy Financial Advisors's SUSC Position: Q1 2021 in Review

Legacy Financial Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2021, closing a stake of 14,272 shares — an estimated $404K sold.

Legacy Financial Advisors first reported a position in SUSC in Q4 2017 and held it in 11 quarters. The position peaked at $404K in Q4 2020. 132 funds tracked by Wall St. Rank hold SUSC as of Q1 2021.

Legacy Financial Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Legacy Financial Advisors sold 14,272 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2021, an estimated $404K.
Legacy Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2017 and held it in 11 quarters.
Legacy Financial Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $404K in Q4 2020.
132 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2021.

Based on Legacy Financial Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.