Beacon Pointe Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Beacon Pointe 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	$1.62M	Buy	69,877 +39,291	+128%	+$909K	0.01%	841
2026 Q1	$708K	Buy	30,586 +15,792	+107%	+$369K	﹤0.01%	1141
2025 Q4	$346K	Buy	14,794 +825	+6%	+$19.4K	﹤0.01%	1202
2025 Q3	$329K	Buy	+13,969	New	+$325K	﹤0.01%	1145
2023 Q4	–	Sell	-10,338	Closed	-$225K	–	1391
2023 Q3	$225K	Buy	+10,338	New	+$231K	﹤0.01%	1183
2023 Q2	–	Sell	-35,663	Closed	-$821K	–	1183
2023 Q1	$821K	Buy	+35,663	New	+$814K	0.01%	599

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

Beacon Pointe Advisors's SUSC Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 128% in Q2 2026, buying an estimated $909K and bringing the position to 69,877 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #841.

Beacon Pointe Advisors first reported a position in SUSC in Q1 2023 and has held it in 6 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Beacon Pointe Advisors held 69,877 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.62M as of Q2 2026.
Beacon Pointe Advisors bought 39,291 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $909K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #841 holding.
Beacon Pointe Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 6 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.