Cerity Partners
SUSC icon

Cerity Partners’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Cerity Partners’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 		$791K Sell
34,187
-20,088
-37% -$465K ﹤0.01% 2137
2026
Q1 		$1.26M Buy
+54,275
New +$1.27M ﹤0.01% 1739

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
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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

Cerity Partners's SUSC Position: Q2 2026 in Review

Cerity Partners reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 37% in Q2 2026, selling an estimated $465K and leaving 34,187 shares worth $791K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Cerity Partners first reported a position in SUSC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.26M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Cerity Partners held 34,187 shares of iShares ESG Aware USD Corporate Bond ETF worth $791K as of Q2 2026.
  • Cerity Partners sold 20,088 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $465K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2137 holding.
  • Cerity Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Cerity Partners's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.26M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.