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

LGT 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
2024 Q4	–	Sell	-2,752	Closed	-$65.5K	–	768
2024 Q3	$65.5K	Buy	2,752 +29	+1%	+$677	0.16%	101
2024 Q2	$61.9K	Buy	2,723 +29	+1%	+$656	0.13%	139
2024 Q1	$61.9K	Buy	2,694 +19	+0.7%	+$436	0.07%	208
2023 Q4	$62.3K	Buy	2,675 +37	+1%	+$818	0.08%	196
2023 Q3	$57.4K	Buy	2,638 +1,340	+103%	+$29.9K	0.07%	206
2023 Q2	$29.5K	Buy	+1,298	New	+$29.6K	0.03%	175
2023 Q1	–	Sell	-3,515	Closed	-$78.4K	–	184
2022 Q4	$78.4K	Buy	+3,515	New	+$77.7K	0.09%	123

Other funds holding SUSC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's SUSC Position: Q4 2024 in Review

LGT Financial Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2024, closing a stake of 2,752 shares — an estimated $65.5K sold.

LGT Financial Advisors first reported a position in SUSC in Q4 2022 and held it in 7 quarters. The position peaked at $78.4K in Q4 2022. 271 funds tracked by Wall St. Rank hold SUSC as of Q4 2024.

LGT Financial Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
LGT Financial Advisors sold 2,752 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2024, an estimated $65.5K.
LGT Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
LGT Financial Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $78.4K in Q4 2022.
271 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.