Advisory Services Network’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Advisory Services Network’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	$1.33M	Sell	57,658 -5,317	-8%	-$123K	0.02%	872
2026 Q1	$1.46M	Sell	62,975 -1,556	-2%	-$36.4K	0.02%	771
2025 Q4	$1.51M	Buy	64,531 +4,000	+7%	+$94.1K	0.02%	722
2025 Q3	$1.43M	Buy	60,531 +903	+2%	+$21K	0.02%	726
2025 Q2	$1.38M	Sell	59,628 -479	-0.8%	-$10.9K	0.02%	698
2025 Q1	$1.39M	Sell	60,107 -28,881	-32%	-$661K	0.03%	635
2024 Q4	$2.02M	Sell	88,988 -2,511	-3%	-$58.2K	0.04%	491
2024 Q3	$2.08M	Hold	91,499	–	–	0.04%	454
2024 Q2	$2.08M	Sell	91,499 -19,218	-17%	-$435K	0.04%	454
2024 Q1	$2.55M	Buy	110,717 +1,931	+2%	+$44.3K	0.06%	382
2023 Q4	$2.53M	Sell	108,786 -528	-0.5%	-$11.7K	0.06%	364
2023 Q3	$2.38M	Buy	109,314 +56,596	+107%	+$1.26M	0.06%	352
2023 Q2	$1.2M	Sell	52,718 -34,145	-39%	-$778K	0.03%	560
2023 Q1	$2M	Sell	86,863 -15,443	-15%	-$352K	0.06%	411
2022 Q4	$2.28M	Buy	+102,306	New	+$2.26M	0.07%	333
2021 Q3	–	Sell	-4,962	Closed	-$138K	–	3021
2021 Q2	$138K	Sell	4,962 -4,298	-46%	-$117K	﹤0.01%	1448
2021 Q1	$250K	Sell	9,260 -2,528	-21%	-$69.5K	0.01%	1105
2020 Q4	$335K	Sell	11,788 -3,908	-25%	-$109K	0.01%	896
2020 Q3	$436K	Buy	15,696 +52	+0.3%	+$1.46K	0.02%	678
2020 Q2	$432K	Buy	15,644 +8,362	+115%	+$224K	0.02%	650
2020 Q1	$187K	Sell	7,282 -4,069	-36%	-$107K	0.01%	848
2019 Q4	$300K	Buy	11,351 +2,526	+29%	+$66.6K	0.02%	781
2019 Q3	$228K	Hold	8,825	–	–	0.01%	790
2019 Q2	$228K	Buy	8,825 +1,220	+16%	+$30.6K	0.01%	788
2019 Q1	$190K	Buy	7,605 +855	+13%	+$20.8K	0.01%	795
2018 Q4	$161K	Buy	6,750 +130	+2%	+$3.1K	0.01%	763
2018 Q3	$161K	Buy	6,620 +3,200	+94%	+$77.7K	0.01%	818
2018 Q2	$83K	Buy	+3,420	New	+$83.1K	0.01%	1023

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

Advisory Services Network's SUSC Position: Q2 2026 in Review

Advisory Services Network reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 8.4% in Q2 2026, selling an estimated $123K and leaving 57,658 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #872.

Advisory Services Network first reported a position in SUSC in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.55M in Q1 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Advisory Services Network held 57,658 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.33M as of Q2 2026.
Advisory Services Network sold 5,317 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $123K.
iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Advisory Services Network's portfolio in Q2 2026, its #872 holding.
Advisory Services Network first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2018 and has held it in 28 quarters since.
Advisory Services Network's iShares ESG Aware USD Corporate Bond ETF position peaked at $2.55M in Q1 2024.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.