CFS Investment Advisory Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

CFS Investment Advisory Services’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	$232K	Sell	10,046 -1,149	-10%	-$26.6K	0.02%	340
2026 Q1	$261K	Buy	11,195 +253	+2%	+$5.91K	0.02%	326
2025 Q4	$256K	Buy	10,942 +54	+0.5%	+$1.27K	0.02%	307
2025 Q3	$259K	Buy	10,888 +812	+8%	+$18.9K	0.02%	308
2025 Q2	$234K	Buy	10,076 +647	+7%	+$14.8K	0.02%	302
2025 Q1	$217K	Sell	9,429 -190	-2%	-$4.35K	0.02%	298
2024 Q4	$219K	Buy	9,619 +131	+1%	+$3.03K	0.02%	284
2024 Q3	$226K	Buy	+9,488	New	+$222K	0.02%	281

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CFS Investment Advisory Services's SUSC Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 10% in Q2 2026, selling an estimated $26.6K and leaving 10,046 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #340.

CFS Investment Advisory Services first reported a position in SUSC in Q3 2024 and has held it in 8 quarters since. The position peaked at $261K in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

CFS Investment Advisory Services held 10,046 shares of iShares ESG Aware USD Corporate Bond ETF worth $232K as of Q2 2026.
CFS Investment Advisory Services sold 1,149 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $26.6K.
iShares ESG Aware USD Corporate Bond ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #340 holding.
CFS Investment Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
CFS Investment Advisory Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $261K in Q1 2026.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.