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Elios Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Elios Financial Group’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
Q2 		$1.39M Sell
59,823
-857
-1% -$19.5K 0.63% 41
2025
Q1 		$1.4M Sell
60,680
-40
-0.1% -$915 0.69% 36
2024
Q4 		$1.38M Sell
60,720
-2,493
-4% -$57.7K 0.65% 36
2024
Q3 		$1.5M Buy
+63,213
New +$1.48M 0.69% 37

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Elios Financial Group's SUSC Position: Q2 2025 in Review

Elios Financial Group reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.4% in Q2 2025, selling an estimated $19.5K and leaving 59,823 shares worth $1.39M. The position accounts for 0.63% of the portfolio, ranked #41.

Elios Financial Group first reported a position in SUSC in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.5M in Q3 2024. 259 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

  • Elios Financial Group held 59,823 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.39M as of Q2 2025.
  • Elios Financial Group sold 857 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2025, an estimated $19.5K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.63% of Elios Financial Group's portfolio in Q2 2025, its #41 holding.
  • Elios Financial Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.5M in Q3 2024.
  • 259 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.