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Tradition Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Tradition Wealth 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
Q2 		– Sell
-385
Closed -$9K – 1408
2023
Q1 		$9K Buy
+385
New +$8.79K ﹤0.01% 1035

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Wealth Management's SUSC Position: Q2 2023 in Review

Tradition Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2023, closing a stake of 385 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in SUSC in Q1 2023 and held it in 1 quarter. The position peaked at $9K in Q1 2023. 202 funds tracked by Wall St. Rank hold SUSC as of Q2 2023.

  • Tradition Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 385 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2023, an estimated $9K.
  • Tradition Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Tradition Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $9K in Q1 2023.
  • 202 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2023.

Based on Tradition Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.