CFD
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Creative Financial Designs’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Creative Financial Designs’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 		$18.5K Buy
797
+117
+17% +$2.71K ﹤0.01% 1328
2026
Q1 		$15.7K Buy
680
+66
+11% +$1.54K ﹤0.01% 1264
2025
Q4 		$14.4K Sell
614
-905
-60% -$21.3K ﹤0.01% 1251
2025
Q3 		$35.8K Sell
1,519
-7,727
-84% -$180K ﹤0.01% 964
2025
Q2 		$215K Sell
9,246
-1,415
-13% -$32.3K 0.02% 463
2025
Q1 		$246K Sell
10,661
-194
-2% -$4.44K 0.02% 399
2024
Q4 		$247K Buy
10,855
+805
+8% +$18.6K 0.02% 398
2024
Q3 		$239K Buy
10,050
+115
+1% +$2.69K 0.02% 407
2024
Q2 		$226K Buy
9,935
+450
+5% +$10.2K 0.02% 407
2024
Q1 		$218K Buy
9,485
+639
+7% +$14.7K 0.02% 399
2023
Q4 		$206K Buy
8,846
+567
+7% +$12.5K 0.02% 380
2023
Q3 		$180K Sell
8,279
-2,295
-22% -$51.2K 0.02% 352
2023
Q2 		$240K Sell
10,574
-7,931
-43% -$181K 0.03% 312
2023
Q1 		$426K Buy
18,505
+10,741
+138% +$245K 0.06% 225
2022
Q4 		$173K Sell
7,764
-329
-4% -$7.28K 0.03% 339
2022
Q3 		$176K Buy
8,093
+2,220
+38% +$51.4K 0.03% 315
2022
Q2 		$136K Sell
5,873
-141
-2% -$3.34K 0.02% 372
2022
Q1 		$151K Buy
6,014
+5,525
+1,130% +$143K 0.02% 363
2021
Q4 		$13K Hold
489
– – ﹤0.01% 856
2021
Q3 		$13K Sell
489
-268
-35% -$7.47K ﹤0.01% 964
2021
Q2 		$21K Sell
757
-8,321
-92% -$227K ﹤0.01% 842
2021
Q1 		$245K Buy
9,078
+2,339
+35% +$64.3K 0.05% 248
2020
Q4 		$191K Sell
6,739
-3,840
-36% -$107K 0.04% 261
2020
Q3 		$293K Buy
+10,579
New +$296K 0.07% 197

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Creative Financial Designs's SUSC Position: Q2 2026 in Review

Creative Financial Designs increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 17% in Q2 2026, buying an estimated $2.71K and bringing the position to 797 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Creative Financial Designs first reported a position in SUSC in Q3 2020 and has held it in 24 quarters since. The position peaked at $426K in Q1 2023. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Creative Financial Designs held 797 shares of iShares ESG Aware USD Corporate Bond ETF worth $18.5K as of Q2 2026.
  • Creative Financial Designs bought 117 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $2.71K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1328 holding.
  • Creative Financial Designs first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Creative Financial Designs's iShares ESG Aware USD Corporate Bond ETF position peaked at $426K in Q1 2023.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.