Sowell Financial Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-2,839	Closed	-$77K	–	2449
2021 Q1	$77K	Buy	2,839 +838	+42%	+$23K	﹤0.01%	1487
2020 Q4	$57K	Buy	2,001 +7	+0.4%	+$196	﹤0.01%	1349
2020 Q3	$55K	Buy	1,994 +5	+0.3%	+$140	﹤0.01%	1179
2020 Q2	$55K	Buy	1,989 +910	+84%	+$24.4K	﹤0.01%	1142
2020 Q1	$28K	Buy	1,079 +5	+0.5%	+$132	﹤0.01%	1268
2019 Q4	$28K	Buy	1,074 +10	+0.9%	+$264	﹤0.01%	1322
2019 Q3	$28K	Buy	+1,064	New	+$27.8K	﹤0.01%	1177
2018 Q3	–	Sell	-24,987	Closed	-$607K	–	442
2018 Q2	$607K	Buy	24,987 +3,339	+15%	+$81.1K	0.13%	151
2018 Q1	$524K	Buy	+21,648	New	+$538K	0.13%	150

Other funds holding SUSC

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sowell Financial Services's SUSC Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2021, closing a stake of 2,839 shares — an estimated $77K sold.

Sowell Financial Services first reported a position in SUSC in Q1 2018 and held it in 9 quarters. The position peaked at $607K in Q2 2018. 123 funds tracked by Wall St. Rank hold SUSC as of Q2 2021.

Sowell Financial Services reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 2,839 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2021, an estimated $77K.
Sowell Financial Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2018 and held it in 9 quarters.
Sowell Financial Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $607K in Q2 2018.
123 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.