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

Regal Wealth 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
2021
Q2 		– Sell
-220
Closed -$6K – 217
2021
Q1 		$6K Hold
220
– – ﹤0.01% 201
2020
Q4 		$6K Hold
220
– – ﹤0.01% 173
2020
Q3 		$6K Hold
220
– – ﹤0.01% 163
2020
Q2 		$6K Hold
220
– – 0.01% 158
2020
Q1 		$6K Hold
220
– – 0.01% 141
2019
Q4 		$6K Hold
220
– – ﹤0.01% 168
2019
Q3 		$6K Buy
+220
New +$5.75K ﹤0.01% 145

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Regal Wealth Group's SUSC Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2021, closing a stake of 220 shares — an estimated $6K sold.

Regal Wealth Group first reported a position in SUSC in Q3 2019 and held it in 7 quarters. The position peaked at $6K in Q1 2021. 123 funds tracked by Wall St. Rank hold SUSC as of Q2 2021.

  • Regal Wealth Group reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 220 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2021, an estimated $6K.
  • Regal Wealth Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2019 and held it in 7 quarters.
  • Regal Wealth Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $6K in Q1 2021.
  • 123 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.