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Austin Private Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Austin Private Wealth’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
2025
Q4 		$964K Sell
41,207
-434
-1% -$10.2K 0.07% 113
2025
Q3 		$981K Sell
41,641
-1,693
-4% -$39.4K 0.07% 113
2025
Q2 		$1.01M Buy
43,334
+6,498
+18% +$148K 0.08% 112
2025
Q1 		$849K Sell
36,836
-4,422
-11% -$101K 0.08% 115
2024
Q4 		$937K Sell
41,258
-4,836
-10% -$112K 0.09% 91
2024
Q3 		$1.1M Buy
46,094
+939
+2% +$21.9K 0.11% 76
2024
Q2 		$1.03M Sell
45,155
-5,442
-11% -$123K 0.11% 77
2024
Q1 		$1.15M Buy
50,597
+10,706
+27% +$246K 0.13% 69
2023
Q4 		$928K Buy
39,891
+5,032
+14% +$111K 0.12% 68
2023
Q3 		$759K Sell
34,859
-1,832
-5% -$40.9K 0.11% 68
2023
Q2 		$834K Buy
36,691
+6,660
+22% +$152K 0.12% 65
2023
Q1 		$691K Buy
30,031
+8,921
+42% +$204K 0.11% 66
2022
Q4 		$471K Sell
21,110
-674
-3% -$14.9K 0.08% 90
2022
Q3 		$474K Buy
21,784
+5,428
+33% +$126K 0.1% 73
2022
Q2 		$379K Buy
16,356
+3,373
+26% +$79.9K 0.08% 83
2022
Q1 		$326K Buy
+12,983
New +$336K 0.07% 98
2021
Q2 		– Sell
-12,086
Closed -$326K – 139
2021
Q1 		$326K Sell
12,086
-901
-7% -$24.8K 0.09% 82
2020
Q4 		$368K Sell
12,987
-9,521
-42% -$266K 0.11% 70
2020
Q3 		$624K Buy
+22,508
New +$630K 0.23% 41

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
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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Austin Private Wealth's SUSC Position: Q4 2025 in Review

Austin Private Wealth reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1% in Q4 2025, selling an estimated $10.2K and leaving 41,207 shares worth $964K. The position accounts for 0.07% of the portfolio, ranked #113.

Austin Private Wealth first reported a position in SUSC in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.15M in Q1 2024. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

  • Austin Private Wealth held 41,207 shares of iShares ESG Aware USD Corporate Bond ETF worth $964K as of Q4 2025.
  • Austin Private Wealth sold 434 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $10.2K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.07% of Austin Private Wealth's portfolio in Q4 2025, its #113 holding.
  • Austin Private Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2020 and has held it in 19 quarters since.
  • Austin Private Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.15M in Q1 2024.
  • 301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.