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

Rathbones 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
2023
Q3 		– Sell
-22,200
Closed -$505K – 640
2023
Q2 		$505K Hold
22,200
– – ﹤0.01% 300
2023
Q1 		$511K Hold
22,200
– – 0.01% 294
2022
Q4 		$495K Hold
22,200
– – 0.01% 294
2022
Q3 		$484K Hold
22,200
– – 0.01% 287
2022
Q2 		$514K Hold
22,200
– – 0.01% 294
2022
Q1 		$558K Hold
22,200
– – 0.01% 292
2021
Q4 		$606K Sell
22,200
-3,150
-12% -$86.4K 0.01% 291
2021
Q3 		$697K Buy
25,350
+4,950
+24% +$138K 0.01% 274
2021
Q2 		$565K Buy
20,400
+5,300
+35% +$145K 0.01% 297
2021
Q1 		$407K Buy
+15,100
New +$415K 0.01% 311

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return