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

Urban 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
2022 Q2	$10K	Buy	+414	New	+$9.81K	0.03%	201

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

BlackRock New York $5.72T AUM 30.48% 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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

Urban Wealth Management's SUSC Position: Q2 2022 in Review

Urban Wealth Management opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2022: 414 shares worth $10K. The stake represents 0.03% of the portfolio and ranks #201 among its holdings.

155 funds tracked by Wall St. Rank hold SUSC as of Q2 2022.

Urban Wealth Management held 414 shares of iShares ESG Aware USD Corporate Bond ETF worth $10K as of Q2 2022.
iShares ESG Aware USD Corporate Bond ETF was a new Urban Wealth Management position in Q2 2022.
iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Urban Wealth Management's portfolio in Q2 2022, its #201 holding.
155 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.