Ownership history in TCWP LLC · 10 quarters on record
This page tracks every 13F SEC filing in which TCWP LLC reported a position in ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | UNCHANGED | 41,560 | — | 0% | 2.32% | $944K | $22.27 |
| 2024 Q2 | REDUCED | 41,560 | -1,648 | -3.8% | 2.32% | $944K | $21.05 |
| 2024 Q1 | ADDED | 43,208 | +5,556 | +14.8% | 2.64% | $993K | $21.07 |
| 2023 Q4 | ADDED | 37,652 | +14,664 | +63.8% | 2.48% | $876K | $21.18 |
As of 2025 Q4 — sorted by position size