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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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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