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Cary Street Partners Investment Advisory’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Cary Street Partners Investment Advisory’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 		$168K Sell
7,275
-1,587
-18% -$36.7K 0.03% 413
2026
Q1 		$205K Sell
8,862
-412
-4% -$9.63K 0.05% 344
2025
Q4 		$217K Buy
+9,274
New +$218K 0.06% 307

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cary Street Partners Investment Advisory's SUSC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 18% in Q2 2026, selling an estimated $36.7K and leaving 7,275 shares worth $168K. The position accounts for 0.03% of the portfolio, ranked #413.

Cary Street Partners Investment Advisory first reported a position in SUSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $217K in Q4 2025. 258 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Cary Street Partners Investment Advisory held 7,275 shares of iShares ESG Aware USD Corporate Bond ETF worth $168K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 1,587 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $36.7K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #413 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Cary Street Partners Investment Advisory's iShares ESG Aware USD Corporate Bond ETF position peaked at $217K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.