Benjamin Edwards Inc’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Benjamin Edwards Inc’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	$325K	Buy	14,019 +180	+1%	+$4.16K	﹤0.01%	1202
2026 Q1	$320K	Buy	13,839 +755	+6%	+$17.6K	﹤0.01%	1137
2025 Q4	$306K	Buy	13,084 +979	+8%	+$23K	﹤0.01%	1101
2025 Q3	$285K	Buy	12,105 +281	+2%	+$6.54K	﹤0.01%	1116
2025 Q2	$275K	Sell	11,824 -479	-4%	-$10.9K	﹤0.01%	1021
2025 Q1	$284K	Buy	+12,303	New	+$281K	﹤0.01%	950

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

Benjamin Edwards Inc's SUSC Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.3% in Q2 2026, buying an estimated $4.16K and bringing the position to 14,019 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Benjamin Edwards Inc first reported a position in SUSC in Q1 2025 and has held it in 6 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Benjamin Edwards Inc held 14,019 shares of iShares ESG Aware USD Corporate Bond ETF worth $325K as of Q2 2026.
Benjamin Edwards Inc bought 180 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $4.16K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1202 holding.
Benjamin Edwards Inc first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2025 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 Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.