Mascoma Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Mascoma Wealth Management’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
2023 Q3	–	Sell	-100	Closed	-$2.24K	–	516
2023 Q2	$2.24K	Sell	100 -9,000	-99%	-$205K	﹤0.01%	442
2023 Q1	$210K	Buy	9,100 +9,000	+9,000%	+$205K	0.06%	119
2022 Q4	$2.23K	Hold	100	–	–	﹤0.01%	561
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	565
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	573
2022 Q1	$3K	Buy	+100	New	+$2.59K	﹤0.01%	545
2021 Q2	–	Sell	-200	Closed	-$5K	–	384
2021 Q1	$5K	Buy	+200	New	+$5.5K	﹤0.01%	390
2019 Q3	–	Sell	-200	Closed	-$5K	–	299
2019 Q2	$5K	Buy	+200	New	+$5.02K	﹤0.01%	298

Other funds holding SUSC

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mascoma Wealth Management's SUSC Position: Q3 2023 in Review

Mascoma Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2023, closing a stake of 100 shares — an estimated $2.24K sold.

Mascoma Wealth Management first reported a position in SUSC in Q2 2019 and held it in 8 quarters. The position peaked at $210K in Q1 2023. 202 funds tracked by Wall St. Rank hold SUSC as of Q3 2023.

Mascoma Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Mascoma Wealth Management sold 100 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2023, an estimated $2.24K.
Mascoma Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2019 and held it in 8 quarters.
Mascoma Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $210K in Q1 2023.
202 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2023.

Based on Mascoma Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.