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Bragg Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bragg Financial 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 		$445K Buy
19,229
+1,017
+6% +$23.5K 0.01% 300
2026
Q1 		$421K Sell
18,212
-818
-4% -$19.1K 0.01% 294
2025
Q4 		$445K Buy
19,030
+849
+5% +$20K 0.01% 285
2025
Q3 		$428K Buy
18,181
+1,831
+11% +$42.6K 0.01% 284
2025
Q2 		$380K Sell
16,350
-863
-5% -$19.7K 0.01% 293
2025
Q1 		$397K Buy
17,213
+819
+5% +$18.7K 0.02% 272
2024
Q4 		$372K Buy
16,394
+757
+5% +$17.5K 0.02% 279
2024
Q3 		$372K Buy
15,637
+2,318
+17% +$54.1K 0.02% 269
2024
Q2 		$303K Sell
13,319
-575
-4% -$13K 0.01% 278
2024
Q1 		$319K Buy
13,894
+4,664
+51% +$107K 0.01% 276
2023
Q4 		$215K Buy
+9,230
New +$204K 0.01% 307
2023
Q1 		– Sell
-9,825
Closed -$219K – 321
2022
Q4 		$219K Hold
9,825
– – 0.01% 305
2022
Q3 		$214K Buy
9,825
+150
+2% +$3.47K 0.01% 288
2022
Q2 		$224K Hold
9,675
– – 0.01% 289
2022
Q1 		$243K Buy
+9,675
New +$250K 0.01% 293

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Bragg Financial Advisors's SUSC Position: Q2 2026 in Review

Bragg Financial Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 5.6% in Q2 2026, buying an estimated $23.5K and bringing the position to 19,229 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #300.

Bragg Financial Advisors first reported a position in SUSC in Q1 2022 and has held it in 15 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Bragg Financial Advisors held 19,229 shares of iShares ESG Aware USD Corporate Bond ETF worth $445K as of Q2 2026.
  • Bragg Financial Advisors bought 1,017 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $23.5K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #300 holding.
  • Bragg Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.