DOHJ LLC’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

DOHJ LLC’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	-116,644	Closed	-$2.64M	–	123
2025 Q2	$2.64M	Sell	116,644 -57,353	-33%	-$1.31M	0.77%	37
2025 Q1	$4.01M	Sell	173,997 -50,019	-22%	-$1.14M	0.92%	25
2024 Q4	$5.09M	Buy	224,016 +10,122	+5%	+$234K	1.18%	22
2024 Q3	$5.08M	Buy	213,894 +5,252	+3%	+$123K	1.19%	21
2024 Q2	$4.74M	Buy	208,642 +14,112	+7%	+$319K	1.18%	22
2024 Q1	$4.47M	Buy	194,530 +53,176	+38%	+$1.22M	1.19%	23
2023 Q4	$3.29M	Buy	+141,354	New	+$3.12M	0.97%	28
2022 Q2	–	Sell	-14,057	Closed	-$353K	–	90
2022 Q1	$353K	Buy	+14,057	New	+$364K	0.17%	74
2021 Q4	–	Sell	-21,561	Closed	-$595K	–	100
2021 Q3	$595K	Buy	+21,561	New	+$601K	0.28%	66

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

DOHJ LLC's SUSC Position: Q3 2025 in Review

DOHJ LLC sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2025, closing a stake of 116,644 shares — an estimated $2.64M sold.

DOHJ LLC first reported a position in SUSC in Q3 2021 and held it in 9 quarters. The position peaked at $5.09M in Q4 2024. 267 funds tracked by Wall St. Rank hold SUSC as of Q3 2025.

DOHJ LLC reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
DOHJ LLC sold 116,644 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2025, an estimated $2.64M.
DOHJ LLC first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2021 and held it in 9 quarters.
DOHJ LLC's iShares ESG Aware USD Corporate Bond ETF position peaked at $5.09M in Q4 2024.
267 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.