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

Quest Capital Management’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
2021
Q4 		$261K Hold
9,555
– – 0.04% 266
2021
Q3 		$263K Buy
+9,555
New +$266K 0.05% 244

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Quest Capital Management's SUSC Position: Q4 2021 in Review

Quest Capital Management held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q4 2021 at 9,555 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #266.

Quest Capital Management first reported a position in SUSC in Q3 2021 and has held it in 2 quarters since. The position peaked at $263K in Q3 2021. 132 funds tracked by Wall St. Rank hold SUSC as of Q4 2021.

  • Quest Capital Management held 9,555 shares of iShares ESG Aware USD Corporate Bond ETF worth $261K as of Q4 2021.
  • Quest Capital Management left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q4 2021.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.04% of Quest Capital Management's portfolio in Q4 2021, its #266 holding.
  • Quest Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • Quest Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $263K in Q3 2021.
  • 132 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.