Creative Planning
SUSC icon

Creative Planning’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Creative Planning’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 		$31.6M Buy
1,365,749
+56,881
+4% +$1.32M 0.02% 344
2026
Q1 		$30.3M Buy
1,308,868
+77,462
+6% +$1.81M 0.02% 311
2025
Q4 		$28.8M Buy
1,231,406
+19,248
+2% +$453K 0.02% 295
2025
Q3 		$28.6M Buy
1,212,158
+52,805
+5% +$1.23M 0.02% 287
2025
Q2 		$26.9M Buy
1,159,353
+40,330
+4% +$920K 0.02% 278
2025
Q1 		$25.8M Buy
1,119,023
+37,089
+3% +$849K 0.02% 267
2024
Q4 		$24.6M Buy
1,081,934
+75,564
+8% +$1.75M 0.02% 256
2024
Q3 		$23.9M Buy
1,006,370
+26,588
+3% +$621K 0.02% 247
2024
Q2 		$22.3M Buy
979,782
+49,125
+5% +$1.11M 0.02% 244
2024
Q1 		$21.4M Buy
930,657
+123,376
+15% +$2.83M 0.02% 250
2023
Q4 		$18.8M Buy
807,281
+71,830
+10% +$1.59M 0.03% 245
2023
Q3 		$16M Buy
735,451
+130,147
+22% +$2.9M 0.02% 273
2023
Q2 		$13.8M Buy
605,304
+70,590
+13% +$1.61M 0.02% 285
2023
Q1 		$12.3M Buy
534,714
+15,093
+3% +$344K 0.02% 303
2022
Q4 		$11.6M Buy
519,621
+27,063
+5% +$599K 0.02% 311
2022
Q3 		$10.7M Buy
492,558
+42,981
+10% +$995K 0.02% 290
2022
Q2 		$10.4M Buy
449,577
+42,837
+11% +$1.02M 0.02% 312
2022
Q1 		$10.2M Buy
406,740
+23,500
+6% +$608K 0.02% 314
2021
Q4 		$10.5M Buy
383,240
+114,960
+43% +$3.15M 0.02% 276
2021
Q3 		$7.38M Buy
268,280
+144,443
+117% +$4.03M 0.01% 325
2021
Q2 		$3.43M Buy
123,837
+7,956
+7% +$217K 0.01% 502
2021
Q1 		$3.12M Buy
115,881
+101,836
+725% +$2.8M 0.01% 546
2020
Q4 		$398K Buy
+14,045
New +$393K ﹤0.01% 1449

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Creative Planning's SUSC Position: Q2 2026 in Review

Creative Planning increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4.3% in Q2 2026, buying an estimated $1.32M and bringing the position to 1,365,749 shares worth $31.6M. The position accounts for 0.02% of the portfolio, ranked #344.

Creative Planning first reported a position in SUSC in Q4 2020 and has held it in 23 quarters since. 304 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Creative Planning held 1,365,749 shares of iShares ESG Aware USD Corporate Bond ETF worth $31.6M as of Q2 2026.
  • Creative Planning bought 56,881 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $1.32M.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Creative Planning's portfolio in Q2 2026, its #344 holding.
  • Creative Planning first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.