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
Q1 		$445K Sell
19,248
-34,444
-64% -$805K ﹤0.01% 2097
2025
Q4 		$1.26M Buy
53,692
+29,762
+124% +$700K ﹤0.01% 1767
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 $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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corient Private Wealth's SUSC Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 64% in Q1 2026, selling an estimated $805K and leaving 19,248 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Corient Private Wealth first reported a position in SUSC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.26M in Q4 2025. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Corient Private Wealth held 19,248 shares of iShares ESG Aware USD Corporate Bond ETF worth $445K as of Q1 2026.
  • Corient Private Wealth sold 34,444 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $805K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2097 holding.
  • Corient Private Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.26M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.