World Investment Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

World Investment Advisors’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,480	Closed	-$333K	–	1108
2024 Q4	$333K	Buy	13,480 +777	+6%	+$19.3K	0.01%	786
2024 Q3	$320K	Buy	+12,703	New	+$316K	0.01%	719
2021 Q4	–	Sell	-8,049	Closed	-$209K	–	285
2021 Q3	$209K	Sell	8,049 -2,533	-24%	-$65.9K	0.05%	237
2021 Q2	$276K	Buy	+10,582	New	+$276K	0.06%	199

Other funds holding SUSB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

World Investment Advisors's SUSB Position: Q1 2025 in Review

World Investment Advisors sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q1 2025, closing a stake of 13,480 shares — an estimated $333K sold.

World Investment Advisors first reported a position in SUSB in Q2 2021 and held it in 4 quarters. The position peaked at $333K in Q4 2024. 300 funds tracked by Wall St. Rank hold SUSB as of Q1 2025.

World Investment Advisors reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
World Investment Advisors sold 13,480 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2025, an estimated $333K.
World Investment Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q2 2021 and held it in 4 quarters.
World Investment Advisors's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $333K in Q4 2024.
300 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.