Commonwealth Equity Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Commonwealth Equity 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	$4.8M	Buy	207,251 +16,972	+9%	+$392K	0.01%	1428
2026 Q1	$4.4M	Sell	190,279 -13,422	-7%	-$314K	0.01%	1421
2025 Q4	$4.76M	Buy	203,701 +2,431	+1%	+$57.2K	0.01%	1358
2025 Q3	$4.74M	Buy	201,270 +16,923	+9%	+$394K	0.01%	1385
2025 Q2	$4.28M	Buy	184,347 +4,634	+3%	+$106K	0.01%	1437
2025 Q1	$4.14M	Sell	179,713 -2,655	-1%	-$60.7K	0.01%	1398
2024 Q4	$4.14M	Buy	182,368 +11,670	+7%	+$270K	0.01%	1361
2024 Q3	$4.06M	Sell	170,698 -636	-0.4%	-$14.9K	0.01%	1360
2024 Q2	$3.89M	Buy	171,334 +21,240	+14%	+$481K	0.01%	1340
2024 Q1	$3.45M	Sell	150,094 -4,056	-3%	-$93K	0.01%	1406
2023 Q4	$3.59M	Buy	154,150 +18,456	+14%	+$408K	0.01%	1313
2023 Q3	$2.95M	Buy	135,694 +12,853	+10%	+$287K	0.01%	1345
2023 Q2	$2.79M	Buy	122,841 +11,172	+10%	+$254K	0.01%	1401
2023 Q1	$2.57M	Buy	111,669 +6,924	+7%	+$158K	0.01%	1402
2022 Q4	$2.33M	Sell	104,745 -4,076	-4%	-$90.1K	0.01%	1408
2022 Q3	$2.37M	Buy	108,821 +22,003	+25%	+$510K	0.01%	1314
2022 Q2	$2.01M	Sell	86,818 -67,600	-44%	-$1.6M	0.01%	1434
2022 Q1	$3.88M	Sell	154,418 -9,113	-6%	-$236K	0.01%	1093
2021 Q4	$4.46M	Buy	163,531 +8,280	+5%	+$227K	0.01%	986
2021 Q3	$4.27M	Sell	155,251 -11,215	-7%	-$313K	0.01%	957
2021 Q2	$4.61M	Buy	166,466 +19,785	+13%	+$540K	0.01%	893
2021 Q1	$3.95M	Buy	146,681 +13,733	+10%	+$378K	0.01%	903
2020 Q4	$3.77M	Buy	132,948 +9,834	+8%	+$275K	0.01%	869
2020 Q3	$3.41M	Buy	123,114 +19,710	+19%	+$551K	0.01%	805
2020 Q2	$2.86M	Buy	103,404 +15,225	+17%	+$408K	0.01%	844
2020 Q1	$2.27M	Buy	88,179 +15,617	+22%	+$412K	0.01%	843
2019 Q4	$1.92M	Buy	72,562 +45,674	+170%	+$1.2M	0.01%	1060
2019 Q3	$706K	Buy	26,888 +8,579	+47%	+$224K	﹤0.01%	1581
2019 Q2	$473K	Buy	+18,309	New	+$460K	﹤0.01%	1844

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

Commonwealth Equity Services's SUSC Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 8.9% in Q2 2026, buying an estimated $392K and bringing the position to 207,251 shares worth $4.8M. The position accounts for 0.01% of the portfolio, ranked #1428.

Commonwealth Equity Services first reported a position in SUSC in Q2 2019 and has held it in 29 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Commonwealth Equity Services held 207,251 shares of iShares ESG Aware USD Corporate Bond ETF worth $4.8M as of Q2 2026.
Commonwealth Equity Services bought 16,972 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $392K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1428 holding.
Commonwealth Equity Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2019 and has held it in 29 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.