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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 $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pecaut & Co's SUSC Position: Q2 2023 in Review

Pecaut & Co sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2023, closing a stake of 18,022 shares — an estimated $415K sold.

Pecaut & Co first reported a position in SUSC in Q2 2021 and held it in 8 quarters. The position peaked at $1.2M in Q3 2021. 201 funds tracked by Wall St. Rank hold SUSC as of Q2 2023.

  • Pecaut & Co reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Pecaut & Co sold 18,022 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2023, an estimated $415K.
  • Pecaut & Co first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2021 and held it in 8 quarters.
  • Pecaut & Co's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.2M in Q3 2021.
  • 201 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2023.

Based on Pecaut & Co's 13F filing for Q2 2023, filed 9 Aug 2023.