Diversify Advisory Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Diversify Advisory Services’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	$920K	Buy	+40,473	New	+$936K	0.02%	658
2026 Q1	–	Sell	-25,393	Closed	-$595K	–	785
2025 Q4	$595K	Sell	25,393 -1,244	-5%	-$29.3K	0.02%	549
2025 Q3	$624K	Sell	26,637 -5,087	-16%	-$118K	0.02%	494
2025 Q2	$738K	Sell	31,724 -6,451	-17%	-$147K	0.03%	408
2025 Q1	$878K	Sell	38,175 -10,177	-21%	-$233K	0.05%	241
2024 Q4	$1.09M	Sell	48,352 -14,967	-24%	-$347K	0.06%	220
2024 Q3	$1.47M	Sell	63,319 -6,247	-9%	-$146K	0.08%	200
2024 Q2	$1.59M	Buy	69,566 +8,674	+14%	+$196K	0.09%	183
2024 Q1	$1.38M	Buy	+60,892	New	+$1.4M	0.08%	192

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diversify Advisory Services's SUSC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026: 40,473 shares worth $920K. The stake represents 0.02% of the portfolio and ranks #658 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SUSC as recently as Q4 2025.

Diversify Advisory Services first reported a position in SUSC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.59M in Q2 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Diversify Advisory Services held 40,473 shares of iShares ESG Aware USD Corporate Bond ETF worth $920K as of Q2 2026.
iShares ESG Aware USD Corporate Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #658 holding.
Diversify Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.59M in Q2 2024.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.