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Rowland Carmichael Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Rowland Carmichael Advisors’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
2020
Q4 		$29K Sell
1,026
-63
-6% -$1.76K 0.01% 327
2020
Q3 		$30K Buy
1,089
+153
+16% +$4.28K 0.01% 304
2020
Q2 		$26K Buy
936
+679
+264% +$18.2K 0.01% 300
2020
Q1 		$7K Buy
257
+64
+33% +$1.69K ﹤0.01% 307
2019
Q4 		$5K Buy
+193
New +$5.09K ﹤0.01% 345

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
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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Rowland Carmichael Advisors's SUSC Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 5.8% in Q4 2020, selling an estimated $1.76K and leaving 1,026 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #327.

Rowland Carmichael Advisors first reported a position in SUSC in Q4 2019 and has held it in 5 quarters since. The position peaked at $30K in Q3 2020. 120 funds tracked by Wall St. Rank hold SUSC as of Q4 2020.

  • Rowland Carmichael Advisors held 1,026 shares of iShares ESG Aware USD Corporate Bond ETF worth $29K as of Q4 2020.
  • Rowland Carmichael Advisors sold 63 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2020, an estimated $1.76K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #327 holding.
  • Rowland Carmichael Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2019 and has held it in 5 quarters since.
  • Rowland Carmichael Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $30K in Q3 2020.
  • 120 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.