McKinley Carter Wealth Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28,911
| Closed | -$657K | – | 303 |
|
|
2024
Q4 | $657K | Buy |
28,911
+2,193
| +8% | +$49.8K | 0.04% | 180 |
|
|
2024
Q3 | $636K | Buy |
26,718
+840
| +3% | +$20K | 0.04% | 193 |
|
|
2024
Q2 | $588K | Sell |
25,878
-244
| -0.9% | -$5.54K | 0.04% | 194 |
|
|
2024
Q1 | $601K | Sell |
26,122
-11,009
| -30% | -$253K | 0.04% | 195 |
|
|
2023
Q4 | $864K | Buy |
37,131
+2,026
| +6% | +$47.1K | 0.06% | 155 |
|
|
2023
Q3 | $764K | Buy |
35,105
+295
| +0.8% | +$6.42K | 0.06% | 165 |
|
|
2023
Q2 | $792K | Sell |
34,810
-14
| -0% | -$318 | 0.06% | 167 |
|
|
2023
Q1 | $801K | Buy |
34,824
+1,052
| +3% | +$24.2K | 0.06% | 162 |
|
|
2022
Q4 | $753K | Sell |
33,772
-745
| -2% | -$16.6K | 0.06% | 162 |
|
|
2022
Q3 | $752K | Sell |
34,517
-2,628
| -7% | -$57.3K | 0.07% | 151 |
|
|
2022
Q2 | $860K | Sell |
37,145
-8,749
| -19% | -$203K | 0.08% | 145 |
|
|
2022
Q1 | $1.15M | Buy |
45,894
+13,514
| +42% | +$340K | 0.09% | 135 |
|
|
2021
Q4 | $884K | Buy |
32,380
+19,765
| +157% | +$540K | 0.07% | 150 |
|
|
2021
Q3 | $347K | Buy |
+12,615
| New | +$347K | 0.03% | 225 |
|