Morton Brown Family Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
7,101
+154
| +2% | +$3.58K | 0.05% | 64 |
|
|
2025
Q1 | $160K | Buy |
6,947
+151
| +2% | +$3.48K | 0.05% | 63 |
|
|
2024
Q4 | $154K | Buy |
6,796
+2,299
| +51% | +$52.2K | 0.05% | 65 |
|
|
2024
Q3 | $107K | Buy |
4,497
+320
| +8% | +$7.61K | 0.04% | 73 |
|
|
2024
Q2 | $96.1K | Sell |
4,177
-116
| -3% | -$2.67K | 0.04% | 75 |
|
|
2024
Q1 | $98.7K | Buy |
4,293
+1,560
| +57% | +$35.9K | 0.04% | 70 |
|
|
2023
Q4 | $63.6K | Buy |
2,733
+74
| +3% | +$1.72K | 0.03% | 86 |
|
|
2023
Q3 | $57.9K | Buy |
2,659
+208
| +8% | +$4.53K | 0.03% | 75 |
|
|
2023
Q2 | $55.7K | Buy |
2,451
+13
| +0.5% | +$296 | 0.03% | 71 |
|
|
2023
Q1 | $56.1K | Buy |
2,438
+163
| +7% | +$3.75K | 0.03% | 73 |
|
|
2022
Q4 | $50.7K | Buy |
2,275
+14
| +0.6% | +$312 | 0.03% | 74 |
|
|
2022
Q3 | $49K | Hold |
2,261
| – | – | 0.04% | 67 |
|
|
2022
Q2 | $52K | Buy |
2,261
+41
| +2% | +$943 | 0.04% | 65 |
|
|
2022
Q1 | $56K | Buy |
2,220
+60
| +3% | +$1.51K | 0.04% | 66 |
|
|
2021
Q4 | $59K | Buy |
+2,160
| New | +$59K | 0.05% | 69 |
|