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Westside Investment Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Westside Investment 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
Q4 		– Sell
-1,060
Closed -$23.2K – 851
2022
Q3 		$23.2K Buy
+1,060
New +$24.5K 0.06% 171

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Westside Investment Management's SUSC Position: Q4 2022 in Review

Westside Investment Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2022, closing a stake of 1,060 shares — an estimated $23.2K sold.

Westside Investment Management first reported a position in SUSC in Q3 2022 and held it in 1 quarter. The position peaked at $23.2K in Q3 2022. 182 funds tracked by Wall St. Rank hold SUSC as of Q4 2022.

  • Westside Investment Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Westside Investment Management sold 1,060 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2022, an estimated $23.2K.
  • Westside Investment Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Westside Investment Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $23.2K in Q3 2022.
  • 182 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2022.

Based on Westside Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.