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MONECO Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

MONECO Advisors’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
2023
Q4 		– Sell
-21,300
Closed -$463K – 395
2023
Q3 		$463K Buy
21,300
+6,282
+42% +$140K 0.13% 189
2023
Q2 		$342K Sell
15,018
-5,642
-27% -$128K 0.09% 233
2023
Q1 		$475K Buy
+20,660
New +$471K 0.14% 170

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MONECO Advisors's SUSC Position: Q4 2023 in Review

MONECO Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2023, closing a stake of 21,300 shares — an estimated $463K sold.

MONECO Advisors first reported a position in SUSC in Q1 2023 and held it in 3 quarters. The position peaked at $475K in Q1 2023. 240 funds tracked by Wall St. Rank hold SUSC as of Q4 2023.

  • MONECO Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • MONECO Advisors sold 21,300 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2023, an estimated $463K.
  • MONECO Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and held it in 3 quarters.
  • MONECO Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $475K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2023.

Based on MONECO Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.