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

MBE Wealth Management’s Portfolio SUSC Stock Details SUSC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$530K Buy
22,835
+42
+0.2% +$976 0.23% 55
2025
Q1 		$526K Buy
+22,793
New +$526K 0.25% 53
2020
Q2 		– Sell
-1,405
Closed -$36K – 450
2020
Q1 		$36K Buy
+1,405
New +$36K 0.03% 157