MSWA
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Marshall & Sterling Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$50.2K Buy
2,167
+285
+15% +$6.61K 0.03% 160
2025
Q1 		$43.4K Buy
1,882
+225
+14% +$5.19K 0.03% 170
2024
Q4 		$37.6K Buy
+1,657
New +$37.6K 0.03% 149