Stifel Financial’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 | $881K | Buy |
37,931
+8,806
| +30% | +$205K | ﹤0.01% | 2412 |
|
|
2025
Q1 | $672K | Buy |
29,125
+5,713
| +24% | +$132K | ﹤0.01% | 2492 |
|
|
2024
Q4 | $532K | Sell |
23,412
-5,475
| -19% | -$124K | ﹤0.01% | 2637 |
|
|
2024
Q3 | $687K | Buy |
28,887
+3,993
| +16% | +$95K | ﹤0.01% | 2473 |
|
|
2024
Q2 | $566K | Sell |
24,894
-5,049
| -17% | -$115K | ﹤0.01% | 2550 |
|
|
2024
Q1 | $688K | Buy |
29,943
+18,276
| +157% | +$420K | ﹤0.01% | 2421 |
|
|
2023
Q4 | $271K | Buy |
11,667
+1,333
| +13% | +$31K | ﹤0.01% | 2901 |
|
|
2023
Q3 | $225K | Buy |
+10,334
| New | +$225K | ﹤0.01% | 2933 |
|
|
2020
Q4 | – | Sell |
-8,584
| Closed | -$238K | – | 3115 |
|
|
2020
Q3 | $238K | Sell |
8,584
-980
| -10% | -$27.2K | ﹤0.01% | 2527 |
|
|
2020
Q2 | $264K | Buy |
+9,564
| New | +$264K | ﹤0.01% | 2434 |
|