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

CoreCap 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
2026
Q2 		$46K Buy
1,982
+35
+2% +$809 ﹤0.01% 1446
2026
Q1 		$45.1K Hold
1,947
– – ﹤0.01% 1354
2025
Q4 		$45.5K Buy
1,947
+143
+8% +$3.36K ﹤0.01% 1376
2025
Q3 		$42.5K Hold
1,804
– – ﹤0.01% 1392
2025
Q2 		$41.9K Hold
1,804
– – ﹤0.01% 1324
2025
Q1 		$41.6K Hold
1,804
– – ﹤0.01% 1253
2024
Q4 		$41K Hold
1,804
– – ﹤0.01% 1275
2024
Q3 		$42.9K Buy
1,804
+344
+24% +$8.03K ﹤0.01% 1260
2024
Q2 		$33.2K Hold
1,460
– – ﹤0.01% 763
2024
Q1 		$33.6K Buy
+1,460
New +$33.5K ﹤0.01% 1270
2022
Q4 		$12.2K Buy
+546
New +$12.1K ﹤0.01% 1478
2022
Q3 		– Sell
-327
Closed -$8K – 1892
2022
Q2 		$8K Buy
+327
New +$7.75K ﹤0.01% 1545

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CoreCap Advisors's SUSC Position: Q2 2026 in Review

CoreCap Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.8% in Q2 2026, buying an estimated $809 and bringing the position to 1,982 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

CoreCap Advisors first reported a position in SUSC in Q2 2022 and has held it in 12 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • CoreCap Advisors held 1,982 shares of iShares ESG Aware USD Corporate Bond ETF worth $46K as of Q2 2026.
  • CoreCap Advisors bought 35 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $809.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1446 holding.
  • CoreCap Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2022 and has held it in 12 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.