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SUSC icon

TCWP’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

TCWP’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
Q3 		– Sell
-41,560
Closed -$944K – 52
2024
Q2 		$944K Sell
41,560
-1,648
-4% -$37.3K 2.32% 12
2024
Q1 		$993K Buy
43,208
+5,556
+15% +$127K 2.64% 12
2023
Q4 		$876K Buy
37,652
+14,664
+64% +$324K 2.48% 11
2023
Q3 		$500K Sell
22,988
-2,198
-9% -$49K 0.38% 66
2023
Q2 		$573K Buy
25,186
+5,257
+26% +$120K 0.12% 105
2023
Q1 		$459K Buy
19,929
+9,088
+84% +$207K 0.09% 148
2022
Q4 		$242K Sell
10,841
-4,095
-27% -$90.6K 0.05% 233
2022
Q3 		$325K Buy
14,936
+2,307
+18% +$53.4K 0.07% 195
2022
Q2 		$292K Buy
12,629
+3,506
+38% +$83.1K 0.06% 208
2022
Q1 		$229K Buy
+9,123
New +$236K 0.04% 260

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 $20.9B AUM 19.34% 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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TCWP's SUSC Position: Q3 2024 in Review

TCWP sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2024, closing a stake of 41,560 shares — an estimated $944K sold.

TCWP first reported a position in SUSC in Q1 2022 and held it in 10 quarters. The position peaked at $993K in Q1 2024. 247 funds tracked by Wall St. Rank hold SUSC as of Q3 2024.

  • TCWP reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 41,560 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2024, an estimated $944K.
  • TCWP first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and held it in 10 quarters.
  • TCWP's iShares ESG Aware USD Corporate Bond ETF position peaked at $993K in Q1 2024.
  • 247 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.