Baillie Gifford China Equities Fund Class K Acorns Advisers LLC holding in Form 13-F
Acorns Advisers LLC reported holding of SUSB
This chart displays the historical ownership data of SUSB by Acorns Advisers LLC. At the end of Q2 2021 the holding was valued at $1,689,000. This increased to $17,103,000 at the end of Q1 2025.
| Date | Holding Value |
|---|---|
| 1689000 | |
| 3553000 | |
| 5649000 | |
| 7032000 | |
| 7813000 | |
| 8581000 | |
| 9779000 | |
| 10949000 | |
| 11897000 | |
| 12318000 | |
| 13425000 | |
| 14428000 | |
| 15254000 | |
| 16072000 | |
| 16814000 | |
| 17103000 |
About Baillie Gifford China Equities Fund Class K
The fund aims to replicate the performance of the Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index. To achieve this, it allocates at least 90% of its assets to the securities that make up the index. The remaining 10% can be invested in futures, options, swap contracts, cash, and cash equivalents. This index is crafted by Bloomberg Barclays Capital Inc., using ESG ratings provided by MSCI ESG Research LLC under an agreement with Bloomberg Index Services Limited. This focus on ESG criteria ensures that the fund prioritizes investments with strong environmental, social, and governance practices.
Disclaimer
FilingExplorer.com is not affiliated with, endorsed by, or in any way officially connected with any of the securities, funds, or companies mentioned on this site. The information provided is sourced from publicly available datasets and is presented for informational purposes only. While we strive for accuracy, we do not guarantee the completeness, timeliness, or accuracy of any information on this site. Users should not rely solely on this information for making investment decisions and should always conduct their own research or consult with a qualified financial advisor. Security and company summaries are based on public data available in recent SEC filings, and may not be entirely accurate. The mention of any security does not constitute a recommendation to buy, sell, or hold that or any other security. FilingExplorer.com is not responsible for any investment decisions made based on the information provided on this site.
See our Terms of Service
Acorns Advisers LLC reported holdings of SUSB from Q2 2021 to Q1 2025
| Reporting period | Holding Type | Market Value | % of portfolio | Shares | Change in shares | % Change in shares | Qtr end price |
|---|---|---|---|---|---|---|---|
| Q2 2021 | Stock | $1,689,000 | 0.03% | 64,876 | 64,876 | 0 | $26.03 |
| Q3 2021 | Stock | $3,553,000 | 0.07% | 136,755 | 71,879 | 110.79% | $25.98 |
| Q4 2021 | Stock | $5,649,000 | 0.09% | 220,247 | 83,492 | 61.05% | $25.65 |
| Q1 2022 | Stock | $7,032,000 | 0.11% | 285,503 | 65,256 | 29.63% | $24.63 |
| Q2 2022 | Stock | $7,813,000 | 0.14% | 324,305 | 38,802 | 13.59% | $24.09 |
| Q3 2022 | Stock | $8,581,000 | 0.15% | 365,289 | 40,984 | 12.64% | $23.49 |
| Q4 2022 | Stock | $9,779,000 | 0.16% | 411,381 | 46,092 | 12.62% | $23.77 |
| Q1 2023 | Stock | $10,949,000 | 0.16% | 455,054 | 43,673 | 10.62% | $24.06 |
| Q2 2023 | Stock | $11,897,000 | 0.16% | 497,573 | 42,519 | 9.34% | $23.91 |
| Q3 2023 | Stock | $12,318,000 | 0.17% | 518,209 | 20,636 | 4.15% | $23.77 |
| Q4 2023 | Stock | $13,425,000 | 0.16% | 548,401 | 30,192 | 5.83% | $24.48 |
| Q1 2024 | Stock | $14,428,000 | 0.16% | 589,367 | 40,966 | 7.47% | $24.48 |
| Q2 2024 | Stock | $15,254,000 | 0.16% | 622,871 | 33,504 | 5.68% | $24.49 |
| Q3 2024 | Stock | $16,072,000 | 0.16% | 638,784 | 15,913 | 2.55% | $25.16 |
| Q4 2024 | Stock | $16,814,000 | 0.16% | 680,709 | 41,925 | 6.56% | $24.70 |
| Q1 2025 | Stock | $17,103,000 | 0.16% | 684,397 | 3,688 | 0.54% | $24.99 |