United Capital Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

United Capital Financial Advisors’s Portfolio SUSC Stock Details SUSC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.78M	Buy
2025 Q2	$3.3M	Buy
2025 Q1	$2.81M	Buy
2024 Q4	$2.75M	Sell
2024 Q3	$2.99M	Sell
2024 Q2	$3.02M	Buy
2024 Q1	$2.59M	Buy
2023 Q4	$2.43M	Buy
2019 Q2	–	Sell
2019 Q1	$295K	Buy