Corient Private Wealth
SUSC icon

Corient Private Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Corient Private Wealth’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 		$591K Buy
25,528
+6,280
+33% +$145K ﹤0.01% 2108
2026
Q1 		$445K Sell
19,248
-7,598
-28% -$178K ﹤0.01% 2097
2025
Q4 		$628K Buy
26,846
+2,916
+12% +$68.6K ﹤0.01% 1747
2025
Q3 		$564K Buy
23,930
+450
+2% +$10.5K ﹤0.01% 1729
2025
Q2 		$545K Buy
23,480
+57
+0.2% +$1.3K ﹤0.01% 1662
2025
Q1 		$540K Buy
23,423
+1,278
+6% +$29.2K ﹤0.01% 1560
2024
Q4 		$503K Buy
22,145
+3,648
+20% +$84.5K ﹤0.01% 1615
2024
Q3 		$440K Buy
18,497
+521
+3% +$12.2K ﹤0.01% 1810
2024
Q2 		$408K Buy
17,976
+9
+0.1% +$204 ﹤0.01% 1751
2024
Q1 		$413K Buy
17,967
+4,001
+29% +$91.8K ﹤0.01% 1724
2023
Q4 		$325K Sell
13,966
-2,060
-13% -$45.5K ﹤0.01% 1824
2023
Q3 		$349K Sell
16,026
-284
-2% -$6.33K ﹤0.01% 1680
2023
Q2 		$371K Buy
16,310
+1,133
+7% +$25.8K ﹤0.01% 1600
2023
Q1 		$349K Buy
+15,177
New +$346K ﹤0.01% 1534

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

Corient Private Wealth's SUSC Position: Q2 2026 in Review

Corient Private Wealth increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 33% in Q2 2026, buying an estimated $145K and bringing the position to 25,528 shares worth $591K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Corient Private Wealth first reported a position in SUSC in Q1 2023 and has held it in 14 quarters since. The position peaked at $628K in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Corient Private Wealth held 25,528 shares of iShares ESG Aware USD Corporate Bond ETF worth $591K as of Q2 2026.
  • Corient Private Wealth bought 6,280 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $145K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2108 holding.
  • Corient Private Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $628K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.