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Sagace Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Sagace Wealth Management’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
2024
Q3 		– Sell
-9,534
Closed -$219K – 62
2024
Q2 		$219K Buy
+9,534
New +$216K 0.21% 48

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Envestnet Portfolio Solutions
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sagace Wealth Management's SUSC Position: Q3 2024 in Review

Sagace Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2024, closing a stake of 9,534 shares — an estimated $219K sold.

Sagace Wealth Management first reported a position in SUSC in Q2 2024 and held it in 1 quarter. The position peaked at $219K in Q2 2024. 247 funds tracked by Wall St. Rank hold SUSC as of Q3 2024.

  • Sagace Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Sagace Wealth Management sold 9,534 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2024, an estimated $219K.
  • Sagace Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Sagace Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $219K in Q2 2024.
  • 247 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2024.

Based on Sagace Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.