Blue Edge Capital’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Blue Edge Capital’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	$359K	Sell	15,519 -10,233	-40%	-$239K	0.05%	113
2025 Q4	$602K	Buy	25,752 +1,007	+4%	+$23.7K	0.08%	93
2025 Q3	$583K	Sell	24,745 -409	-2%	-$9.53K	0.08%	88
2025 Q2	$584K	Sell	25,154 -3,479	-12%	-$79.4K	0.09%	88
2025 Q1	$660K	Sell	28,633 -1,336	-4%	-$30.6K	0.11%	84
2024 Q4	$681K	Buy	29,969 +4,923	+20%	+$114K	0.11%	81
2024 Q3	$596K	Buy	+25,046	New	+$585K	0.09%	84

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

Blue Edge Capital's SUSC Position: Q1 2026 in Review

Blue Edge Capital reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 40% in Q1 2026, selling an estimated $239K and leaving 15,519 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #113.

Blue Edge Capital first reported a position in SUSC in Q3 2024 and has held it in 7 quarters since. The position peaked at $681K in Q4 2024. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Blue Edge Capital held 15,519 shares of iShares ESG Aware USD Corporate Bond ETF worth $359K as of Q1 2026.
Blue Edge Capital sold 10,233 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $239K.
iShares ESG Aware USD Corporate Bond ETF made up 0.05% of Blue Edge Capital's portfolio in Q1 2026, its #113 holding.
Blue Edge Capital first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Blue Edge Capital's iShares ESG Aware USD Corporate Bond ETF position peaked at $681K in Q4 2024.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.