One Wealth Management Investment & Advisory Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

One Wealth Management Investment & Advisory 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 Q3	–	Sell	-30,164	Closed	-$685K	–	122
2024 Q2	$685K	Sell	30,164 -1,491	-5%	-$33.7K	0.27%	56
2024 Q1	$728K	Buy	31,655 +4,238	+15%	+$97.2K	0.3%	55
2023 Q4	$638K	Buy	+27,417	New	+$606K	0.28%	58

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's SUSC Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2024, closing a stake of 30,164 shares — an estimated $685K sold.

One Wealth Management Investment & Advisory Services first reported a position in SUSC in Q4 2023 and held it in 3 quarters. The position peaked at $728K in Q1 2024. 247 funds tracked by Wall St. Rank hold SUSC as of Q3 2024.

One Wealth Management Investment & Advisory Services reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 30,164 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2024, an estimated $685K.
One Wealth Management Investment & Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
One Wealth Management Investment & Advisory Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $728K in Q1 2024.
247 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.