Beacon Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Beacon Financial Group’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	$529K	Sell	22,867 -699	-3%	-$16.2K	0.05%	235
2026 Q1	$545K	Buy	23,566 +1,269	+6%	+$29.7K	0.05%	224
2025 Q4	$521K	Buy	22,297 +15	+0.1%	+$353	0.05%	229
2025 Q3	$525K	Buy	22,282 +155	+0.7%	+$3.61K	0.05%	226
2025 Q2	$514K	Sell	22,127 -17	-0.1%	-$388	0.05%	225
2025 Q1	$511K	Hold	22,144	–	–	0.06%	220
2024 Q4	$503K	Buy	22,144 +42	+0.2%	+$973	0.05%	223
2024 Q3	$526K	Hold	22,102	–	–	0.06%	214
2024 Q2	$502K	Buy	22,102 +6,437	+41%	+$146K	0.06%	210
2024 Q1	$360K	Sell	15,665 -9,969	-39%	-$229K	0.04%	248
2023 Q4	$597K	Buy	+25,634	New	+$567K	0.07%	187

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Beacon Financial Group's SUSC Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 3% in Q2 2026, selling an estimated $16.2K and leaving 22,867 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #235.

Beacon Financial Group first reported a position in SUSC in Q4 2023 and has held it in 11 quarters since. The position peaked at $597K in Q4 2023. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Beacon Financial Group held 22,867 shares of iShares ESG Aware USD Corporate Bond ETF worth $529K as of Q2 2026.
Beacon Financial Group sold 699 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $16.2K.
iShares ESG Aware USD Corporate Bond ETF made up 0.05% of Beacon Financial Group's portfolio in Q2 2026, its #235 holding.
Beacon Financial Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Beacon Financial Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $597K in Q4 2023.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.