Arax Advisory Partners’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Arax Advisory Partners’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	$333K	Buy	14,389 +14,320	+20,754%	+$331K	﹤0.01%	1913
2026 Q1	$1.6K	Sell	69 -2,135	-97%	-$49.9K	﹤0.01%	3174
2025 Q4	$51.5K	Buy	+2,204	New	+$51.9K	﹤0.01%	1597
2025 Q3	–	Sell	-68	Closed	-$1.58K	–	4230
2025 Q2	$1.58K	Sell	68 -2	-3%	-$46	﹤0.01%	2644
2025 Q1	$1.61K	Buy	+70	New	+$1.6K	﹤0.01%	2137

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

Arax Advisory Partners's SUSC Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 20,754% in Q2 2026, buying an estimated $331K and bringing the position to 14,389 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

Arax Advisory Partners first reported a position in SUSC in Q1 2025 and has held it in 5 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Arax Advisory Partners held 14,389 shares of iShares ESG Aware USD Corporate Bond ETF worth $333K as of Q2 2026.
Arax Advisory Partners bought 14,320 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $331K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1913 holding.
Arax Advisory Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.