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Asempa Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Asempa Wealth Advisors’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 		$286K Sell
12,354
-2,623
-18% -$60.7K 0.21% 103
2026
Q1 		$345K Sell
14,977
-11,732
-44% -$274K 0.3% 90
2025
Q4 		$625K Buy
+26,709
New +$628K 0.54% 64

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Asempa Wealth Advisors's SUSC Position: Q2 2026 in Review

Asempa Wealth Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 18% in Q2 2026, selling an estimated $60.7K and leaving 12,354 shares worth $286K. The position accounts for 0.21% of the portfolio, ranked #103.

Asempa Wealth Advisors first reported a position in SUSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $625K in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Asempa Wealth Advisors held 12,354 shares of iShares ESG Aware USD Corporate Bond ETF worth $286K as of Q2 2026.
  • Asempa Wealth Advisors sold 2,623 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $60.7K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.21% of Asempa Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Asempa Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Asempa Wealth Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $625K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Asempa Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.