Savant Capital’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.69M Sell
201,748
-8,048
-4% -$187K 0.03% 319
2025
Q1
$4.84M Buy
209,796
+4,383
+2% +$101K 0.04% 285
2024
Q4
$4.67M Buy
205,413
+3,233
+2% +$73.5K 0.04% 249
2024
Q3
$4.81M Sell
202,180
-1,290
-0.6% -$30.7K 0.04% 230
2024
Q2
$4.62M Sell
203,470
-55,964
-22% -$1.27M 0.05% 210
2024
Q1
$5.96M Sell
259,434
-46,899
-15% -$1.08M 0.07% 167
2023
Q4
$7.13M Sell
306,333
-325,242
-51% -$7.57M 0.09% 148
2023
Q3
$13.7M Sell
631,575
-26,615
-4% -$579K 0.21% 94
2023
Q2
$15M Buy
658,190
+5,821
+0.9% +$132K 0.23% 77
2023
Q1
$15M Buy
+652,369
New +$15M 0.28% 62