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Diversified Enterprises’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Diversified Enterprises’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
2025
Q3 		– Sell
-24,948
Closed -$580K – 332
2025
Q2 		$580K Buy
24,948
+7,062
+39% +$161K 0.04% 148
2025
Q1 		$412K Sell
17,886
-3,420
-16% -$78.2K 0.03% 179
2024
Q4 		$484K Sell
21,306
-183
-0.9% -$4.24K 0.05% 133
2024
Q3 		$511K Buy
+21,489
New +$502K 0.06% 121

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
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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Diversified Enterprises's SUSC Position: Q3 2025 in Review

Diversified Enterprises sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2025, closing a stake of 24,948 shares — an estimated $580K sold.

Diversified Enterprises first reported a position in SUSC in Q3 2024 and held it in 4 quarters. The position peaked at $580K in Q2 2025. 267 funds tracked by Wall St. Rank hold SUSC as of Q3 2025.

  • Diversified Enterprises reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Diversified Enterprises sold 24,948 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2025, an estimated $580K.
  • Diversified Enterprises first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2024 and held it in 4 quarters.
  • Diversified Enterprises's iShares ESG Aware USD Corporate Bond ETF position peaked at $580K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2025.

Based on Diversified Enterprises's 13F filing for Q3 2025, filed 10 Oct 2025.