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

AE 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
2026
Q1 		$351K Sell
15,152
-3,344
-18% -$78.2K ﹤0.01% 1297
2025
Q4 		$433K Buy
18,496
+7,120
+63% +$168K ﹤0.01% 1124
2025
Q3 		$268K Buy
11,376
+88
+0.8% +$2.05K ﹤0.01% 1241
2025
Q2 		$262K Buy
11,288
+2,023
+22% +$46.1K ﹤0.01% 1171
2025
Q1 		$214K Sell
9,265
-1,751
-16% -$40.1K ﹤0.01% 1251
2024
Q4 		$250K Sell
11,016
-3,060
-22% -$70.9K ﹤0.01% 1175
2024
Q3 		$335K Sell
14,076
-1,633
-10% -$38.1K ﹤0.01% 989
2024
Q2 		$357K Sell
15,709
-2
-0% -$45 ﹤0.01% 981
2024
Q1 		$361K Sell
15,711
-28,538
-64% -$655K ﹤0.01% 902
2023
Q4 		$1.02M Buy
44,249
+3,951
+10% +$87.3K 0.01% 1148
2023
Q3 		$877K Sell
40,298
-6,032
-13% -$135K 0.01% 1151
2023
Q2 		$1.05M Buy
46,330
+4,189
+10% +$95.4K 0.01% 1074
2023
Q1 		$970K Buy
42,141
+9,466
+29% +$216K 0.01% 1062
2022
Q4 		$729K Buy
32,675
+1,011
+3% +$22.4K 0.01% 1123
2022
Q3 		$690K Buy
31,664
+6,011
+23% +$139K 0.01% 1090
2022
Q2 		$594K Buy
25,653
+5,801
+29% +$137K ﹤0.01% 1110
2022
Q1 		$499K Buy
+19,852
New +$514K ﹤0.01% 1239

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AE Wealth Management's SUSC Position: Q1 2026 in Review

AE Wealth Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 18% in Q1 2026, selling an estimated $78.2K and leaving 15,152 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

AE Wealth Management first reported a position in SUSC in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q2 2023. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • AE Wealth Management held 15,152 shares of iShares ESG Aware USD Corporate Bond ETF worth $351K as of Q1 2026.
  • AE Wealth Management sold 3,344 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $78.2K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1297 holding.
  • AE Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • AE Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.05M in Q2 2023.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.