Winslow Evans & Crocker’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$9K	Buy	+335	New	+$9.38K	﹤0.01%	977

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Winslow Evans & Crocker's SUSC Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2020: 335 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #977 among its holdings.

120 funds tracked by Wall St. Rank hold SUSC as of Q4 2020.

Winslow Evans & Crocker held 335 shares of iShares ESG Aware USD Corporate Bond ETF worth $9K as of Q4 2020.
iShares ESG Aware USD Corporate Bond ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #977 holding.
120 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.