1 North Wealth Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

1 North Wealth Services’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
2026 Q2	$12.6K	Hold	545	–	–	﹤0.01%	166
2026 Q1	$12.6K	Hold	545	–	–	﹤0.01%	149
2025 Q4	$12.7K	Hold	545	–	–	﹤0.01%	151
2025 Q3	$12.8K	Hold	545	–	–	0.01%	140
2025 Q2	$12.7K	Hold	545	–	–	0.01%	138
2025 Q1	$12.6K	Buy	+545	New	+$12.5K	0.01%	135

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1 North Wealth Services's SUSC Position: Q2 2026 in Review

1 North Wealth Services held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 545 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

1 North Wealth Services first reported a position in SUSC in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.8K in Q3 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

1 North Wealth Services held 545 shares of iShares ESG Aware USD Corporate Bond ETF worth $12.6K as of Q2 2026.
1 North Wealth Services left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #166 holding.
1 North Wealth Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
1 North Wealth Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $12.8K in Q3 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.