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MassMutual Private Wealth & Trust’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q1 		– Sell
-10
Closed -$227 – 2485
2024
Q4 		$227 Buy
+10
New +$232 ﹤0.01% 2242

Other funds holding SUSC

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

MassMutual Private Wealth & Trust's SUSC Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2025, closing a stake of 10 shares — an estimated $227 sold.

MassMutual Private Wealth & Trust first reported a position in SUSC in Q4 2024 and held it in 1 quarter. The position peaked at $227 in Q4 2024. 263 funds tracked by Wall St. Rank hold SUSC as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 10 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2025, an estimated $227.
  • MassMutual Private Wealth & Trust first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's iShares ESG Aware USD Corporate Bond ETF position peaked at $227 in Q4 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.