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Avise Financial Cooperative’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Avise Financial Cooperative’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 		$5.53M Sell
238,683
-75,771
-24% -$1.75M 3.92% 8
2026
Q1 		$7.28M Buy
314,454
+28,250
+10% +$660K 6.02% 3
2025
Q4 		$6.69M Buy
+286,204
New +$6.73M 6.03% 3

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

Avise Financial Cooperative's SUSC Position: Q2 2026 in Review

Avise Financial Cooperative reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 24% in Q2 2026, selling an estimated $1.75M and leaving 238,683 shares worth $5.53M. The position accounts for 3.92% of the portfolio, ranked #8.

Avise Financial Cooperative first reported a position in SUSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.28M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Avise Financial Cooperative held 238,683 shares of iShares ESG Aware USD Corporate Bond ETF worth $5.53M as of Q2 2026.
  • Avise Financial Cooperative sold 75,771 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $1.75M.
  • iShares ESG Aware USD Corporate Bond ETF made up 3.92% of Avise Financial Cooperative's portfolio in Q2 2026, its #8 holding.
  • Avise Financial Cooperative first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Avise Financial Cooperative's iShares ESG Aware USD Corporate Bond ETF position peaked at $7.28M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Avise Financial Cooperative's 13F filing for Q2 2026, filed 6 Aug 2026.