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Maiden Cove Capital’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Maiden Cove Capital’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 		$352K Sell
15,482
-4,314
-22% -$99.9K 0.54% 46
2024
Q3 		$471K Buy
19,796
+5,676
+40% +$133K 0.73% 35
2024
Q2 		$321K Buy
+14,120
New +$320K 0.7% 35

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Maiden Cove Capital's SUSC Position: Q4 2024 in Review

Maiden Cove Capital reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 22% in Q4 2024, selling an estimated $99.9K and leaving 15,482 shares worth $352K. The position accounts for 0.54% of the portfolio, ranked #46.

Maiden Cove Capital first reported a position in SUSC in Q2 2024 and has held it in 3 quarters since. The position peaked at $471K in Q3 2024. 272 funds tracked by Wall St. Rank hold SUSC as of Q4 2024.

  • Maiden Cove Capital held 15,482 shares of iShares ESG Aware USD Corporate Bond ETF worth $352K as of Q4 2024.
  • Maiden Cove Capital sold 4,314 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2024, an estimated $99.9K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.54% of Maiden Cove Capital's portfolio in Q4 2024, its #46 holding.
  • Maiden Cove Capital first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Maiden Cove Capital's iShares ESG Aware USD Corporate Bond ETF position peaked at $471K in Q3 2024.
  • 272 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2024.

Based on Maiden Cove Capital's 13F filing for Q4 2024, filed 16 Jan 2025.