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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

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Wealthfront Advisers
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LPL Financial
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return