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Tortoise Investment Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Tortoise Investment Management’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
2023
Q1 		– Sell
-75
Closed -$1.67K – 791
2022
Q4 		$1.67K Hold
75
– – ﹤0.01% 706
2022
Q3 		$2K Hold
75
– – ﹤0.01% 704
2022
Q2 		$2K Hold
75
– – ﹤0.01% 692
2022
Q1 		$2K Sell
75
-75
-50% -$1.94K ﹤0.01% 646
2021
Q4 		$4K Hold
150
– – ﹤0.01% 571
2021
Q3 		$4K Hold
150
– – ﹤0.01% 550
2021
Q2 		$4K Buy
+150
New +$4.09K ﹤0.01% 542

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's SUSC Position: Q1 2023 in Review

Tortoise Investment Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2023, closing a stake of 75 shares — an estimated $1.67K sold.

Tortoise Investment Management first reported a position in SUSC in Q2 2021 and held it in 7 quarters. The position peaked at $4K in Q4 2021. 195 funds tracked by Wall St. Rank hold SUSC as of Q1 2023.

  • Tortoise Investment Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Tortoise Investment Management sold 75 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2023, an estimated $1.67K.
  • Tortoise Investment Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2021 and held it in 7 quarters.
  • Tortoise Investment Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $4K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2023.

Based on Tortoise Investment Management's 13F filing for Q1 2023, filed 9 May 2023.