Sound View Wealth Advisors Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Sound View Wealth Advisors Group’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 Q2	–	Sell	-9,811	Closed	-$226K	–	370
2024 Q1	$226K	Sell	9,811 -8,184	-45%	-$188K	0.02%	345
2023 Q4	$419K	Buy	17,995 +421	+2%	+$9.3K	0.05%	258
2023 Q3	$382K	Buy	17,574 +4	+0%	+$89	0.05%	253
2023 Q2	$400K	Buy	17,570 +4	+0%	+$91	0.05%	250
2023 Q1	$404K	Sell	17,566 -429	-2%	-$9.79K	0.06%	244
2022 Q4	$419K	Buy	17,995 +6,060	+51%	+$134K	0.05%	258
2022 Q3	$260K	Hold	11,935	–	–	0.06%	228
2022 Q2	$276K	Hold	11,935	–	–	0.06%	226
2022 Q1	$300K	Hold	11,935	–	–	0.06%	243
2021 Q4	$326K	Buy	+11,935	New	+$328K	0.06%	227

Other funds holding SUSC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Sound View Wealth Advisors Group's SUSC Position: Q2 2024 in Review

Sound View Wealth Advisors Group sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2024, closing a stake of 9,811 shares — an estimated $226K sold.

Sound View Wealth Advisors Group first reported a position in SUSC in Q4 2021 and held it in 10 quarters. The position peaked at $419K in Q4 2023. 251 funds tracked by Wall St. Rank hold SUSC as of Q2 2024.

Sound View Wealth Advisors Group reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Sound View Wealth Advisors Group sold 9,811 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2024, an estimated $226K.
Sound View Wealth Advisors Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and held it in 10 quarters.
Sound View Wealth Advisors Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $419K in Q4 2023.
251 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.