Sequoia Financial Advisors’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 | $1.01M | Sell |
43,475
-5,350
| -11% | -$124K | 0.01% | 680 |
|
|
2025
Q1 | $1.13M | Sell |
48,825
-3,151
| -6% | -$72.7K | 0.01% | 577 |
|
|
2024
Q4 | $1.18M | Buy |
51,976
+27,283
| +110% | +$620K | 0.01% | 529 |
|
|
2024
Q3 | $587K | Buy |
24,693
+3,161
| +15% | +$75.2K | 0.01% | 692 |
|
|
2024
Q2 | $489K | Buy |
21,532
+10,293
| +92% | +$234K | 0.01% | 696 |
|
|
2024
Q1 | $258K | Buy |
+11,239
| New | +$258K | ﹤0.01% | 926 |
|