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SUSC icon

Birchbrook’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Birchbrook’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 		$1.72M Buy
74,185
+2,008
+3% +$46.4K 0.81% 26
2026
Q1 		$1.67M Buy
72,177
+2,622
+4% +$61.3K 0.82% 29
2025
Q4 		$1.63M Buy
69,555
+6,840
+11% +$161K 0.81% 28
2025
Q3 		$1.48M Sell
62,715
-4,344
-6% -$101K 0.76% 28
2025
Q2 		$1.56M Buy
67,059
+6,202
+10% +$141K 0.83% 26
2025
Q1 		$1.4M Buy
60,857
+12,748
+26% +$292K 0.79% 26
2024
Q4 		$1.09M Buy
48,109
+1,361
+3% +$31.5K 0.62% 36
2024
Q3 		$1.11M Buy
46,748
+1,611
+4% +$37.6K 0.62% 37
2024
Q2 		$1.03M Buy
45,137
+2,372
+6% +$53.7K 0.62% 34
2024
Q1 		$983K Buy
42,765
+332
+0.8% +$7.62K 0.58% 34
2023
Q4 		$987K Buy
+42,433
New +$938K 0.65% 34

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

Birchbrook's SUSC Position: Q2 2026 in Review

Birchbrook increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2.8% in Q2 2026, buying an estimated $46.4K and bringing the position to 74,185 shares worth $1.72M. The position accounts for 0.81% of the portfolio, ranked #26.

Birchbrook first reported a position in SUSC in Q4 2023 and has held it in 11 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Birchbrook held 74,185 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.72M as of Q2 2026.
  • Birchbrook bought 2,008 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $46.4K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.81% of Birchbrook's portfolio in Q2 2026, its #26 holding.
  • Birchbrook first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.