LifePlan Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

LifePlan Financial Group’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
2020 Q3	$21K	Hold	759	–	–	0.01%	336
2020 Q2	$21K	Hold	759	–	–	0.01%	332
2020 Q1	$20K	Hold	759	–	–	0.01%	313
2019 Q4	$20K	Hold	759	–	–	0.01%	350
2019 Q3	$20K	Hold	759	–	–	0.01%	347
2019 Q2	$20K	Hold	759	–	–	0.01%	344
2019 Q1	$19K	Hold	759	–	–	0.01%	351
2018 Q4	$18K	Buy	+759	New	+$18.1K	0.01%	341

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

LifePlan Financial Group's SUSC Position: Q3 2020 in Review

LifePlan Financial Group held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q3 2020 at 759 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #336.

LifePlan Financial Group first reported a position in SUSC in Q4 2018 and has held it in 8 quarters since. 86 funds tracked by Wall St. Rank hold SUSC as of Q3 2020.

LifePlan Financial Group held 759 shares of iShares ESG Aware USD Corporate Bond ETF worth $21K as of Q3 2020.
LifePlan Financial Group left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q3 2020.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #336 holding.
LifePlan Financial Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2018 and has held it in 8 quarters since.
86 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.