United Capital Financial Advisors’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 | $3.3M | Buy |
142,194
+20,407
| +17% | +$474K | 0.03% | 342 |
|
|
2025
Q1 | $2.81M | Buy |
121,787
+583
| +0.5% | +$13.4K | 0.02% | 357 |
|
|
2024
Q4 | $2.75M | Sell |
121,204
-4,665
| -4% | -$106K | 0.02% | 354 |
|
|
2024
Q3 | $2.99M | Sell |
125,869
-6,871
| -5% | -$163K | 0.02% | 342 |
|
|
2024
Q2 | $3.02M | Buy |
132,740
+19,899
| +18% | +$452K | 0.03% | 333 |
|
|
2024
Q1 | $2.59M | Buy |
112,841
+8,361
| +8% | +$192K | 0.02% | 381 |
|
|
2023
Q4 | $2.43M | Buy |
+104,480
| New | +$2.43M | 0.02% | 383 |
|
|
2019
Q2 | – | Sell |
-11,816
| Closed | -$295K | – | 1466 |
|
|
2019
Q1 | $295K | Buy |
+11,816
| New | +$295K | ﹤0.01% | 1114 |
|