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

Copperleaf Capital’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 		$244K Buy
10,366
+1,623
+19% +$37.8K 0.12% 105
2025
Q2 		$203K Hold
8,743
– – 0.1% 111
2025
Q1 		$202K Sell
8,743
-545
-6% -$12.5K 0.12% 105
2024
Q4 		$211K Buy
9,288
+379
+4% +$8.78K 0.13% 89
2024
Q3 		$212K Hold
8,909
– – 0.16% 88
2024
Q2 		$202K Buy
+8,909
New +$202K 0.16% 87

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 $20.9B AUM 19.34% 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

Copperleaf Capital's SUSC Position: Q3 2025 in Review

Copperleaf Capital increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 19% in Q3 2025, buying an estimated $37.8K and bringing the position to 10,366 shares worth $244K. The position accounts for 0.12% of the portfolio, ranked #105.

Copperleaf Capital first reported a position in SUSC in Q2 2024 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold SUSC as of Q3 2025.

  • Copperleaf Capital held 10,366 shares of iShares ESG Aware USD Corporate Bond ETF worth $244K as of Q3 2025.
  • Copperleaf Capital bought 1,623 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2025, an estimated $37.8K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.12% of Copperleaf Capital's portfolio in Q3 2025, its #105 holding.
  • Copperleaf Capital first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • 267 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.