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New York Life Investment Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

New York Life Investment 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
2022
Q2 		– Sell
-17,335
Closed -$438K – 1256
2022
Q1 		$438K Sell
17,335
-24
-0.1% -$621 0.02% 46
2021
Q4 		$474K Buy
17,359
+641
+4% +$17.6K 0.02% 42
2021
Q3 		$460K Buy
+16,718
New +$466K 0.03% 41

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

New York Life Investment Management's SUSC Position: Q2 2022 in Review

New York Life Investment Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2022, closing a stake of 17,335 shares — an estimated $438K sold.

New York Life Investment Management first reported a position in SUSC in Q3 2021 and held it in 3 quarters. The position peaked at $474K in Q4 2021. 155 funds tracked by Wall St. Rank hold SUSC as of Q2 2022.

  • New York Life Investment Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • New York Life Investment Management sold 17,335 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2022, an estimated $438K.
  • New York Life Investment Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2021 and held it in 3 quarters.
  • New York Life Investment Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $474K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2022.

Based on New York Life Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.