LA
SUSC icon

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

LexAurum 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
2026
Q2 		$604K Buy
26,098
+3,806
+17% +$88K 0.07% 216
2026
Q1 		$516K Buy
+22,292
New +$521K 0.07% 222
2025
Q3 		$356K Buy
15,115
+546
+4% +$12.7K 0.05% 265
2025
Q2 		$338K Sell
14,569
-180
-1% -$4.11K 0.05% 251
2025
Q1 		$340K Sell
14,749
-598
-4% -$13.7K 0.07% 246
2024
Q4 		$349K Sell
15,347
-304
-2% -$7.04K 0.07% 241
2024
Q3 		$372K Sell
15,651
-6,616
-30% -$155K 0.08% 208
2024
Q2 		$506K Buy
22,267
+2,986
+15% +$67.6K 0.12% 157
2024
Q1 		$443K Buy
19,281
+1,067
+6% +$24.5K 0.11% 168
2023
Q4 		$424K Buy
18,214
+690
+4% +$15.3K 0.11% 172
2023
Q3 		$381K Buy
17,524
+598
+4% +$13.3K 0.11% 177
2023
Q2 		$385K Buy
16,926
+2,886
+21% +$65.7K 0.12% 163
2023
Q1 		$323K Sell
14,040
-162
-1% -$3.7K 0.11% 177
2022
Q4 		$317K Buy
14,202
+1,337
+10% +$29.6K 0.11% 175
2022
Q3 		$280K Buy
12,865
+3,137
+32% +$72.7K 0.11% 183
2022
Q2 		$225K Buy
9,728
+25
+0.3% +$593 0.08% 216
2022
Q1 		$244K Buy
+9,703
New +$251K 0.08% 219

Other funds holding SUSC

CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return