Meeder Asset Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Meeder Asset 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
2022 Q4	–	Sell	-560	Closed	-$12K	–	1863
2022 Q3	$12K	Sell	560 -11,748	-95%	-$272K	﹤0.01%	1276
2022 Q2	$285K	Buy	12,308 +522	+4%	+$12.4K	0.02%	523
2022 Q1	$296K	Buy	11,786 +6,361	+117%	+$165K	0.01%	570
2021 Q4	$148K	Buy	5,425 +1,955	+56%	+$53.7K	0.01%	359
2021 Q3	$95K	Buy	3,470 +544	+19%	+$15.2K	0.01%	912
2021 Q2	$81K	Buy	2,926 +391	+15%	+$10.7K	﹤0.01%	967
2021 Q1	$68K	Hold	2,535	–	–	﹤0.01%	1016
2020 Q4	$72K	Hold	2,535	–	–	0.02%	498
2020 Q3	$70K	Buy	2,535 +1,370	+118%	+$38.3K	﹤0.01%	882
2020 Q2	$32K	Buy	+1,165	New	+$31.2K	﹤0.01%	1014

Other funds holding SUSC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Meeder Asset Management's SUSC Position: Q4 2022 in Review

Meeder Asset Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2022, closing a stake of 560 shares — an estimated $12K sold.

Meeder Asset Management first reported a position in SUSC in Q2 2020 and held it in 10 quarters. The position peaked at $296K in Q1 2022. 182 funds tracked by Wall St. Rank hold SUSC as of Q4 2022.

Meeder Asset Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 560 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2022, an estimated $12K.
Meeder Asset Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and held it in 10 quarters.
Meeder Asset Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $296K in Q1 2022.
182 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.