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Morningstar Investment Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-160,369
Closed -$3.82M – 361
2024
Q3 		$3.82M Buy
160,369
+27,347
+21% +$639K 0.04% 149
2024
Q2 		$3.04M Buy
133,022
+48,195
+57% +$1.09M 0.03% 148
2024
Q1 		$1.95M Sell
84,827
-22,829
-21% -$524K 0.02% 161
2023
Q4 		$2.51M Buy
107,656
+78,258
+266% +$1.73M 0.01% 176
2023
Q3 		$640K Buy
+29,398
New +$656K 0.01% 195
2021
Q4 		– Sell
-16,784
Closed -$462K – 240
2021
Q3 		$462K Buy
16,784
+2,493
+17% +$69.5K 0.01% 192
2021
Q2 		$396K Buy
14,291
+1,634
+13% +$44.6K ﹤0.01% 192
2021
Q1 		$341K Buy
12,657
+1,414
+13% +$38.9K ﹤0.01% 188
2020
Q4 		$319K Buy
11,243
+1,802
+19% +$50.4K ﹤0.01% 180
2020
Q3 		$262K Buy
+9,441
New +$264K ﹤0.01% 185

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Morningstar Investment Services sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2024, closing a stake of 160,369 shares — an estimated $3.82M sold.

Morningstar Investment Services first reported a position in SUSC in Q3 2020 and held it in 10 quarters. The position peaked at $3.82M in Q3 2024. 271 funds tracked by Wall St. Rank hold SUSC as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 160,369 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2024, an estimated $3.82M.
  • Morningstar Investment Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2020 and held it in 10 quarters.
  • Morningstar Investment Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $3.82M in Q3 2024.
  • 271 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2024.

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