Colorado Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Colorado Capital Management’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	$4.72M	Sell	203,978 -845	-0.4%	-$19.5K	1.61%	21
2026 Q1	$4.74M	Buy	204,823 +9,907	+5%	+$232K	1.77%	19
2025 Q4	$4.56M	Buy	194,916 +8,471	+5%	+$199K	1.71%	20
2025 Q3	$4.39M	Sell	186,445 -7,190	-4%	-$167K	1.7%	20
2025 Q2	$4.5M	Sell	193,635 -12,339	-6%	-$281K	1.93%	18
2025 Q1	$4.75M	Buy	+205,974	New	+$4.71M	2.21%	15

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

Colorado Capital Management's SUSC Position: Q2 2026 in Review

Colorado Capital Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.41% in Q2 2026, selling an estimated $19.5K and leaving 203,978 shares worth $4.72M. The position accounts for 1.61% of the portfolio, ranked #21.

Colorado Capital Management first reported a position in SUSC in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.75M in Q1 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Colorado Capital Management held 203,978 shares of iShares ESG Aware USD Corporate Bond ETF worth $4.72M as of Q2 2026.
Colorado Capital Management sold 845 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $19.5K.
iShares ESG Aware USD Corporate Bond ETF made up 1.61% of Colorado Capital Management's portfolio in Q2 2026, its #21 holding.
Colorado Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Colorado Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $4.75M in Q1 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.