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

Private Capital Group’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
-927
Closed -$23K – 2098
2022
Q1 		$23K Buy
+927
New +$24K 0.01% 975

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $15.3B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Private Capital Group's SUSC Position: Q2 2022 in Review

Private Capital Group sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2022, closing a stake of 927 shares — an estimated $23K sold.

Private Capital Group first reported a position in SUSC in Q1 2022 and held it in 1 quarter. The position peaked at $23K in Q1 2022. 155 funds tracked by Wall St. Rank hold SUSC as of Q2 2022.

  • Private Capital Group reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Private Capital Group sold 927 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2022, an estimated $23K.
  • Private Capital Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and held it in 1 quarter.
  • Private Capital Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $23K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.