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Windsor Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Windsor Capital 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 		– Sell
-11,365
Closed -$285K – 122
2022
Q1 		$285K Sell
11,365
-57
-0.5% -$1.48K 0.09% 102
2021
Q4 		$311K Buy
11,422
+868
+8% +$23.8K 0.09% 99
2021
Q3 		$290K Sell
10,554
-4,886
-32% -$136K 0.09% 99
2021
Q2 		$428K Buy
15,440
+1,287
+9% +$35.1K 0.14% 87
2021
Q1 		$381K Buy
14,153
+20
+0.1% +$550 0.13% 88
2020
Q4 		$400K Buy
14,133
+418
+3% +$11.7K 0.15% 88
2020
Q3 		$380K Sell
13,715
-8,588
-39% -$240K 0.16% 90
2020
Q2 		$616K Buy
22,303
+7,921
+55% +$212K 0.27% 70
2020
Q1 		$369K Sell
14,382
-122
-0.8% -$3.22K 0.19% 86
2019
Q4 		$383K Buy
14,504
+4,703
+48% +$124K 0.16% 93
2019
Q3 		$257K Buy
+9,801
New +$256K 0.11% 106

Other funds holding SUSC

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $52B AUM 24.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Windsor Capital Management's SUSC Position: Q2 2022 in Review

Windsor Capital Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2022, closing a stake of 11,365 shares — an estimated $285K sold.

Windsor Capital Management first reported a position in SUSC in Q3 2019 and held it in 11 quarters. The position peaked at $616K in Q2 2020. 155 funds tracked by Wall St. Rank hold SUSC as of Q2 2022.

  • Windsor Capital Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Windsor Capital Management sold 11,365 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2022, an estimated $285K.
  • Windsor Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2019 and held it in 11 quarters.
  • Windsor Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $616K in Q2 2020.
  • 155 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2022.

Based on Windsor Capital Management's 13F filing for Q2 2022, filed 14 Jul 2022.