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Pecaut & Co’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Pecaut & Co’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
2023
Q2 		– Sell
-18,022
Closed -$415K – 118
2023
Q1 		$415K Hold
18,022
– – 0.19% 67
2022
Q4 		$402K Sell
18,022
-98
-0.5% -$2.17K 0.19% 66
2022
Q3 		$395K Hold
18,120
– – 0.21% 58
2022
Q2 		$419K Sell
18,120
-21,309
-54% -$505K 0.24% 57
2022
Q1 		$991K Buy
39,429
+4,908
+14% +$127K 0.48% 37
2021
Q4 		$942K Sell
34,521
-8,994
-21% -$247K 0.48% 37
2021
Q3 		$1.2M Buy
43,515
+888
+2% +$24.8K 0.71% 32
2021
Q2 		$1.18M Buy
+42,627
New +$1.16M 0.77% 24

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return