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

TrustCore 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
2022 Q4	$19K	Hold	850	–	–	﹤0.01%	612
2022 Q3	$19K	Buy	850 +8	+1%	+$185	﹤0.01%	634
2022 Q2	$19K	Sell	842 -34	-4%	-$806	﹤0.01%	652
2022 Q1	$22K	Buy	+876	New	+$22.7K	﹤0.01%	641
2021 Q4	–	Sell	-197	Closed	-$5K	–	1042
2021 Q3	$5K	Hold	197	–	–	﹤0.01%	875
2021 Q2	$5K	Buy	+197	New	+$5.38K	﹤0.01%	851

Other funds holding SUSC

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TrustCore Financial Services's SUSC Position: Q4 2022 in Review

TrustCore Financial Services held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q4 2022 at 850 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

TrustCore Financial Services first reported a position in SUSC in Q2 2021 and has held it in 6 quarters since. The position peaked at $22K in Q1 2022. 182 funds tracked by Wall St. Rank hold SUSC as of Q4 2022.

TrustCore Financial Services held 850 shares of iShares ESG Aware USD Corporate Bond ETF worth $19K as of Q4 2022.
TrustCore Financial Services left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q4 2022.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #612 holding.
TrustCore Financial Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2021 and has held it in 6 quarters since.
TrustCore Financial Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $22K in Q1 2022.
182 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.