MFA Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

MFA Wealth Advisors’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-259	Closed	-$6.52K	–	350
2024 Q3	$6.52K	Hold	259	–	–	﹤0.01%	364
2024 Q2	$6.34K	Buy	+259	New	+$6.31K	﹤0.01%	375
2021 Q4	–	Sell	-22,395	Closed	-$582K	–	74
2021 Q3	$582K	Hold	22,395	–	–	0.27%	44
2021 Q2	$583K	Sell	22,395 -637	-3%	-$16.6K	0.26%	44
2021 Q1	$599K	Sell	23,032 -4,326	-16%	-$113K	0.29%	42
2020 Q4	$716K	Buy	+27,358	New	+$714K	0.64%	24
2020 Q3	–	Sell	-785	Closed	-$20.4K	–	204
2020 Q2	$20.4K	Buy	+785	New	+$20.1K	0.01%	119

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

MFA Wealth Advisors's SUSB Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2024, closing a stake of 259 shares — an estimated $6.52K sold.

MFA Wealth Advisors first reported a position in SUSB in Q2 2020 and held it in 7 quarters. The position peaked at $716K in Q4 2020. 315 funds tracked by Wall St. Rank hold SUSB as of Q4 2024.

MFA Wealth Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 259 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2024, an estimated $6.52K.
MFA Wealth Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2020 and held it in 7 quarters.
MFA Wealth Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $716K in Q4 2020.
315 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.