WWA
WCG Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,934
| Closed | -$252K | – | 343 |
|
|
2025
Q1 | $252K | Sell |
10,934
-2,384
| -18% | -$55K | 0.02% | 271 |
|
|
2024
Q4 | $303K | Sell |
13,318
-581
| -4% | -$13.2K | 0.02% | 287 |
|
|
2024
Q3 | $331K | Buy |
13,899
+2,782
| +25% | +$66.3K | 0.02% | 298 |
|
|
2024
Q2 | $253K | Sell |
11,117
-2,538
| -19% | -$57.8K | 0.02% | 271 |
|
|
2024
Q1 | $314K | Buy |
13,655
+1,819
| +15% | +$41.8K | 0.03% | 244 |
|
|
2023
Q4 | $275K | Sell |
11,836
-2,293
| -16% | -$53.3K | 0.02% | 286 |
|
|
2023
Q3 | $307K | Buy |
14,129
+1,791
| +15% | +$38.9K | 0.02% | 265 |
|
|
2023
Q2 | $281K | Buy |
+12,338
| New | +$281K | 0.03% | 152 |
|