NCM
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Neumann Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Neumann Capital Management’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
2026
Q2 		– Sell
-26,250
Closed -$607K – 97
2026
Q1 		$607K Buy
26,250
+400
+2% +$9.35K 0.18% 74
2025
Q4 		$604K Buy
25,850
+700
+3% +$16.5K 0.17% 73
2025
Q3 		$593K Sell
25,150
-1,800
-7% -$41.9K 0.17% 74
2025
Q2 		$626K Sell
26,950
-325
-1% -$7.41K 0.2% 73
2025
Q1 		$629K Buy
27,275
+400
+1% +$9.15K 0.22% 73
2024
Q4 		$611K Hold
26,875
– – 0.2% 73
2024
Q3 		$639K Buy
26,875
+480
+2% +$11.2K 0.21% 72
2024
Q2 		$600K Buy
26,395
+2,400
+10% +$54.3K 0.21% 73
2024
Q1 		$552K Buy
23,995
+700
+3% +$16.1K 0.2% 74
2023
Q4 		$542K Buy
23,295
+2,000
+9% +$44.2K 0.22% 67
2023
Q3 		$463K Hold
21,295
– – 0.2% 70
2023
Q2 		$484K Hold
21,295
– – 0.2% 70
2023
Q1 		$490K Buy
21,295
+700
+3% +$16K 0.22% 68
2022
Q4 		$459K Buy
20,595
+370
+2% +$8.18K 0.22% 70
2022
Q3 		$441K Sell
20,225
-3,700
-15% -$85.7K 0.23% 71
2022
Q2 		$554K Sell
23,925
-2,700
-10% -$64K 0.28% 63
2022
Q1 		$669K Buy
26,625
+7,400
+38% +$192K 0.28% 61
2021
Q4 		$525K Buy
19,225
+300
+2% +$8.23K 0.21% 64
2021
Q3 		$520K Buy
18,925
+3,800
+25% +$106K 0.23% 65
2021
Q2 		$419K Buy
+15,125
New +$413K 0.19% 66

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B
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SWM
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MFPI
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EWM
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