Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,915
Closed -$41.7K – 455
2023
Q3 		$41.7K Buy
+1,915
New +$41.7K 0.01% 195