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Brinker Capital Investments’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Brinker Capital Investments’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 		$1.42M Sell
61,304
-13,413
-18% -$310K 0.01% 978
2026
Q1 		$1.73M Buy
74,717
+3,176
+4% +$74.2K 0.01% 829
2025
Q4 		$1.67M Buy
71,541
+4,730
+7% +$111K 0.01% 947
2025
Q3 		$1.57M Buy
66,811
+22,317
+50% +$520K 0.01% 971
2025
Q2 		$1.03M Buy
44,494
+11,741
+36% +$268K 0.01% 1175
2025
Q1 		$755K Buy
32,753
+3,394
+12% +$77.7K 0.01% 1216
2024
Q4 		$667K Buy
29,359
+3,277
+13% +$75.9K 0.01% 1240
2024
Q3 		$620K Buy
26,082
+3,557
+16% +$83.1K 0.01% 1254
2024
Q2 		$512K Buy
22,525
+1,742
+8% +$39.4K 0.01% 1266
2024
Q1 		$478K Buy
20,783
+3,998
+24% +$91.7K 0.01% 1278
2023
Q4 		$386K Buy
16,785
+2,367
+16% +$52.3K ﹤0.01% 1309
2023
Q3 		$314K Sell
14,418
-3,967
-22% -$88.5K ﹤0.01% 1357
2023
Q2 		$418K Buy
18,385
+856
+5% +$19.5K ﹤0.01% 1275
2023
Q1 		$403K Buy
+17,529
New +$400K 0.01% 1219

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

Brinker Capital Investments's SUSC Position: Q2 2026 in Review

Brinker Capital Investments reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 18% in Q2 2026, selling an estimated $310K and leaving 61,304 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #978.

Brinker Capital Investments first reported a position in SUSC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.73M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Brinker Capital Investments held 61,304 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.42M as of Q2 2026.
  • Brinker Capital Investments sold 13,413 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $310K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #978 holding.
  • Brinker Capital Investments first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Brinker Capital Investments's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.73M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.