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Woodmont Investment Counsel’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Woodmont Investment Counsel’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
2024
Q2 		– Sell
-195
Closed -$4.48K – 347
2024
Q1 		$4.48K Buy
+195
New +$4.47K ﹤0.01% 348

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Woodmont Investment Counsel's SUSC Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2024, closing a stake of 195 shares — an estimated $4.48K sold.

Woodmont Investment Counsel first reported a position in SUSC in Q1 2024 and held it in 1 quarter. The position peaked at $4.48K in Q1 2024. 250 funds tracked by Wall St. Rank hold SUSC as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 195 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2024, an estimated $4.48K.
  • Woodmont Investment Counsel first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's iShares ESG Aware USD Corporate Bond ETF position peaked at $4.48K in Q1 2024.
  • 250 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.