CAPTRUST Financial Advisors
SUSC icon

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

CAPTRUST 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 		$977K Buy
42,218
+1,072
+3% +$24.8K ﹤0.01% 1756
2026
Q1 		$952K Buy
41,146
+3,641
+10% +$85.1K ﹤0.01% 1644
2025
Q4 		$877K Buy
37,505
+18,448
+97% +$434K ﹤0.01% 1576
2025
Q3 		$449K Sell
19,057
-301
-2% -$7.01K ﹤0.01% 1890
2025
Q2 		$450K Sell
19,358
-4
-0% -$91 ﹤0.01% 1799
2025
Q1 		$446K Buy
+19,362
New +$443K ﹤0.01% 1705
2024
Q4 		– Sell
-12,469
Closed -$297K – 2394
2024
Q3 		$297K Buy
+12,469
New +$291K ﹤0.01% 1883
2022
Q3 		– Sell
-4,685
Closed -$108K – 3818
2022
Q2 		$108K Sell
4,685
-1,689
-26% -$40K ﹤0.01% 2143
2022
Q1 		$160K Buy
6,374
+2,668
+72% +$69.1K ﹤0.01% 1887
2021
Q4 		$101K Buy
3,706
+475
+15% +$13K ﹤0.01% 2160
2021
Q3 		$89K Buy
3,231
+1,259
+64% +$35.1K ﹤0.01% 2166
2021
Q2 		$55K Buy
1,972
+1,000
+103% +$27.3K ﹤0.01% 2455
2021
Q1 		$26K Buy
+972
New +$26.7K ﹤0.01% 2845

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

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

CAPTRUST Financial Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2.6% in Q2 2026, buying an estimated $24.8K and bringing the position to 42,218 shares worth $977K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

CAPTRUST Financial Advisors first reported a position in SUSC in Q1 2021 and has held it in 13 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • CAPTRUST Financial Advisors held 42,218 shares of iShares ESG Aware USD Corporate Bond ETF worth $977K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,072 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $24.8K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1756 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2021 and has held it in 13 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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