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

Claro 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
Q2 		– Sell
-11,966
Closed -$276K – 500
2025
Q1 		$276K Sell
11,966
-425
-3% -$9.72K 0.04% 408
2024
Q4 		$282K Buy
12,391
+81
+0.7% +$1.88K 0.04% 374
2024
Q3 		$293K Sell
12,310
-42
-0.3% -$981 0.04% 386
2024
Q2 		$281K Buy
+12,352
New +$280K 0.04% 339

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Claro Advisors's SUSC Position: Q2 2025 in Review

Claro Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2025, closing a stake of 11,966 shares — an estimated $276K sold.

Claro Advisors first reported a position in SUSC in Q2 2024 and held it in 4 quarters. The position peaked at $293K in Q3 2024. 257 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

  • Claro Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 11,966 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2025, an estimated $276K.
  • Claro Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and held it in 4 quarters.
  • Claro Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $293K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.