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

Rehmann Capital Advisory 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
-12,197
Closed -$307K – 554
2022
Q1 		$307K Sell
12,197
-3,596
-23% -$93.1K 0.03% 402
2021
Q4 		$431K Sell
15,793
-89
-0.6% -$2.44K 0.04% 344
2021
Q3 		$437K Buy
15,882
+53
+0.3% +$1.48K 0.04% 350
2021
Q2 		$439K Sell
15,829
-315
-2% -$8.59K 0.04% 338
2021
Q1 		$435K Buy
16,144
+35
+0.2% +$963 0.04% 321
2020
Q4 		$457K Buy
16,109
+69
+0.4% +$1.93K 0.05% 282
2020
Q3 		$445K Sell
16,040
-117
-0.7% -$3.27K 0.06% 263
2020
Q2 		$446K Sell
16,157
-211
-1% -$5.65K 0.06% 253
2020
Q1 		$421K Buy
+16,368
New +$432K 0.07% 234
2019
Q3 		– Sell
-12,606
Closed -$326K – 2079
2019
Q2 		$326K Buy
12,606
+90
+0.7% +$2.26K 0.04% 334
2019
Q1 		$313K Buy
+12,516
New +$305K 0.04% 319

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

Rehmann Capital Advisory Group's SUSC Position: Q2 2022 in Review

Rehmann Capital Advisory Group sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2022, closing a stake of 12,197 shares — an estimated $307K sold.

Rehmann Capital Advisory Group first reported a position in SUSC in Q1 2019 and held it in 11 quarters. The position peaked at $457K in Q4 2020. 155 funds tracked by Wall St. Rank hold SUSC as of Q2 2022.

  • Rehmann Capital Advisory Group reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 12,197 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2022, an estimated $307K.
  • Rehmann Capital Advisory Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2019 and held it in 11 quarters.
  • Rehmann Capital Advisory Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $457K in Q4 2020.
  • 155 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2022, filed 12 Aug 2022.