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Morningstar Investment Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Morningstar Investment Services’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
-32,729
Closed -$825K – 362
2024
Q3 		$825K Buy
+32,729
New +$814K 0.01% 226
2023
Q2 		– Sell
-16,580
Closed -$398K – 251
2023
Q1 		$398K Sell
16,580
-939
-5% -$22.5K 0.01% 189
2022
Q4 		$417K Sell
17,519
-3,696
-17% -$87.2K 0.01% 186
2022
Q3 		$497K Buy
21,215
+45
+0.2% +$1.08K 0.01% 173
2022
Q2 		$508K Sell
21,170
-1,706
-7% -$41.4K 0.01% 181
2022
Q1 		$564K Buy
+22,876
New +$574K 0.01% 187
2021
Q1 		– Sell
-17,393
Closed -$455K – 215
2020
Q4 		$455K Buy
17,393
+2,046
+13% +$53.4K 0.01% 173
2020
Q3 		$400K Buy
15,347
+2,372
+18% +$61.9K 0.01% 170
2020
Q2 		$337K Sell
12,975
-6,682
-34% -$171K 0.01% 172
2020
Q1 		$489K Buy
19,657
+6,139
+45% +$155K 0.01% 166
2019
Q4 		$344K Buy
13,518
+2,201
+19% +$56K 0.01% 161
2019
Q3 		$288K Buy
+11,317
New +$287K ﹤0.01% 165

Other funds holding SUSB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morningstar Investment Services's SUSB Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q4 2024, closing a stake of 32,729 shares — an estimated $825K sold.

Morningstar Investment Services first reported a position in SUSB in Q3 2019 and held it in 12 quarters. The position peaked at $825K in Q3 2024. 313 funds tracked by Wall St. Rank hold SUSB as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 32,729 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q4 2024, an estimated $825K.
  • Morningstar Investment Services first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q3 2019 and held it in 12 quarters.
  • Morningstar Investment Services's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $825K in Q3 2024.
  • 313 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.