RWA Wealth Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

RWA Wealth Partners’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-71,660	Closed	-$1.86M	–	233
2020 Q2	$1.86M	Sell	71,660 -133,915	-65%	-$3.43M	0.23%	78
2020 Q1	$5.12M	Buy	205,575 +34,833	+20%	+$880K	0.73%	36
2019 Q4	$4.34M	Buy	170,742 +59,443	+53%	+$1.51M	0.43%	56
2019 Q3	$2.83M	Buy	111,299 +18,563	+20%	+$471K	0.3%	75
2019 Q2	$2.35M	Buy	92,736 +63,595	+218%	+$1.59M	0.25%	85
2019 Q1	$729K	Buy	+29,141	New	+$721K	0.08%	135

Other funds holding SUSB

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RWA Wealth Partners's SUSB Position: Q3 2020 in Review

RWA Wealth Partners sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q3 2020, closing a stake of 71,660 shares — an estimated $1.86M sold.

RWA Wealth Partners first reported a position in SUSB in Q1 2019 and held it in 6 quarters. The position peaked at $5.12M in Q1 2020. 124 funds tracked by Wall St. Rank hold SUSB as of Q3 2020.

RWA Wealth Partners reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
RWA Wealth Partners sold 71,660 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q3 2020, an estimated $1.86M.
RWA Wealth Partners first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2019 and held it in 6 quarters.
RWA Wealth Partners's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $5.12M in Q1 2020.
124 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q3 2020.

Based on RWA Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.