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Money Concepts Capital’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-106
Closed -$2.36K – 2603
2022
Q4 		$2.36K Buy
+106
New +$2.34K ﹤0.01% 2628

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Concepts Capital's SUSC Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2023, closing a stake of 106 shares — an estimated $2.36K sold.

Money Concepts Capital first reported a position in SUSC in Q4 2022 and held it in 1 quarter. The position peaked at $2.36K in Q4 2022. 196 funds tracked by Wall St. Rank hold SUSC as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 106 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2023, an estimated $2.36K.
  • Money Concepts Capital first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's iShares ESG Aware USD Corporate Bond ETF position peaked at $2.36K in Q4 2022.
  • 196 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.