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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beacon Pointe Advisors's SUSC Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 107% in Q1 2026, buying an estimated $369K and bringing the position to 30,586 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Beacon Pointe Advisors first reported a position in SUSC in Q1 2023 and has held it in 5 quarters since. The position peaked at $821K in Q1 2023. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Beacon Pointe Advisors held 30,586 shares of iShares ESG Aware USD Corporate Bond ETF worth $708K as of Q1 2026.
Beacon Pointe Advisors bought 15,792 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $369K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1141 holding.
Beacon Pointe Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 5 quarters since.
Beacon Pointe Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $821K in Q1 2023.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.