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Oarsman Capital’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Oarsman Capital’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
2025
Q1 		– Sell
-534
Closed -$12.1K – 765
2024
Q4 		$12.1K Sell
534
-100
-16% -$2.32K ﹤0.01% 668
2024
Q3 		$15.1K Buy
+634
New +$14.8K ﹤0.01% 642

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Oarsman Capital's SUSC Position: Q1 2025 in Review

Oarsman Capital sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2025, closing a stake of 534 shares — an estimated $12.1K sold.

Oarsman Capital first reported a position in SUSC in Q3 2024 and held it in 2 quarters. The position peaked at $15.1K in Q3 2024. 263 funds tracked by Wall St. Rank hold SUSC as of Q1 2025.

  • Oarsman Capital reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 534 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2025, an estimated $12.1K.
  • Oarsman Capital first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Oarsman Capital's iShares ESG Aware USD Corporate Bond ETF position peaked at $15.1K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.