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WT Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

WT Wealth 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
-10,758
Closed -$270K – 122
2022
Q1 		$270K Buy
10,758
+1,420
+15% +$36.8K 0.1% 104
2021
Q4 		$255K Buy
9,338
+1,345
+17% +$36.9K 0.09% 109
2021
Q3 		$220K Buy
+7,993
New +$223K 0.08% 116

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 22.9% 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

WT Wealth Management's SUSC Position: Q2 2022 in Review

WT Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2022, closing a stake of 10,758 shares — an estimated $270K sold.

WT Wealth Management first reported a position in SUSC in Q3 2021 and held it in 3 quarters. The position peaked at $270K in Q1 2022. 155 funds tracked by Wall St. Rank hold SUSC as of Q2 2022.

  • WT Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • WT Wealth Management sold 10,758 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2022, an estimated $270K.
  • WT Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2021 and held it in 3 quarters.
  • WT Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $270K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2022.

Based on WT Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.