World Investment Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $995K | Buy |
42,815
+3,759
| +10% | +$87.3K | 0.02% | 520 |
|
|
2025
Q1 | $901K | Buy |
39,056
+2,698
| +7% | +$62.2K | 0.02% | 535 |
|
|
2024
Q4 | $826K | Sell |
36,358
-1,032
| -3% | -$23.4K | 0.02% | 523 |
|
|
2024
Q3 | $890K | Sell |
37,390
-6
| -0% | -$143 | 0.03% | 454 |
|
|
2024
Q2 | $850K | Buy |
37,396
+1,851
| +5% | +$42.1K | 0.05% | 299 |
|
|
2024
Q1 | $817K | Buy |
35,545
+5,474
| +18% | +$126K | 0.12% | 158 |
|
|
2023
Q4 | $700K | Buy |
30,071
+5,108
| +20% | +$119K | 0.09% | 184 |
|
|
2023
Q3 | $543K | Sell |
24,963
-835
| -3% | -$18.2K | 0.11% | 135 |
|
|
2023
Q2 | $587K | Sell |
25,798
-912
| -3% | -$20.7K | 0.11% | 122 |
|
|
2023
Q1 | $615K | Buy |
26,710
+17,221
| +181% | +$396K | 0.13% | 118 |
|
|
2022
Q4 | $212K | Buy |
+9,489
| New | +$212K | 0.05% | 218 |
|