US 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
Q1 | $513K | Buy |
22,235
+2,613
| +13% | +$60.3K | 0.15% | 56 |
|
2024
Q4 | $446K | Buy |
19,622
+361
| +2% | +$8.2K | 0.14% | 59 |
|
2024
Q3 | $458K | Buy |
19,261
+1,505
| +8% | +$35.8K | 0.14% | 56 |
|
2024
Q2 | $403K | Sell |
17,756
-1,216
| -6% | -$27.6K | 0.14% | 58 |
|
2024
Q1 | $436K | Buy |
18,972
+1,660
| +10% | +$38.2K | 0.15% | 54 |
|
2023
Q4 | $403K | Buy |
17,312
+6,634
| +62% | +$154K | 0.15% | 54 |
|
2023
Q3 | $232K | Buy |
+10,678
| New | +$232K | 0.1% | 67 |
|