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Choate Investment Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Choate Investment 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
2025
Q3 		– Sell
-162
Closed -$3.76K – 490
2025
Q2 		$3.76K Buy
+162
New +$3.69K ﹤0.01% 470

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Choate Investment Advisors's SUSC Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2025, closing a stake of 162 shares — an estimated $3.76K sold.

Choate Investment Advisors first reported a position in SUSC in Q2 2025 and held it in 1 quarter. The position peaked at $3.76K in Q2 2025. 267 funds tracked by Wall St. Rank hold SUSC as of Q3 2025.

  • Choate Investment Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 162 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2025, an estimated $3.76K.
  • Choate Investment Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Choate Investment Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $3.76K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.