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

Selective 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
2022
Q4 		– Sell
-6,039
Closed -$132K – 654
2022
Q3 		$132K Sell
6,039
-463
-7% -$10.7K 0.06% 171
2022
Q2 		$151K Buy
6,502
+2,084
+47% +$49.4K 0.05% 173
2022
Q1 		$111K Buy
+4,418
New +$114K 0.04% 196

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
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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Selective Wealth Management's SUSC Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2022, closing a stake of 6,039 shares — an estimated $132K sold.

Selective Wealth Management first reported a position in SUSC in Q1 2022 and held it in 3 quarters. The position peaked at $151K in Q2 2022. 182 funds tracked by Wall St. Rank hold SUSC as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 6,039 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2022, an estimated $132K.
  • Selective Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $151K in Q2 2022.
  • 182 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.