EWM
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Empirical Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Empirical Wealth Management’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 		$1.11M Buy
47,894
+2,042
+4% +$47.2K 0.02% 383
2026
Q1 		$1.06M Buy
45,852
+647
+1% +$15.1K 0.02% 339
2025
Q4 		$1.06M Buy
45,205
+118
+0.3% +$2.78K 0.02% 331
2025
Q3 		$1.06M Buy
45,087
+1,470
+3% +$34.2K 0.02% 319
2025
Q2 		$1.01M Buy
43,617
+3,376
+8% +$77K 0.02% 315
2025
Q1 		$928K Buy
40,241
+408
+1% +$9.34K 0.02% 309
2024
Q4 		$905K Buy
39,833
+4,434
+13% +$103K 0.02% 290
2024
Q3 		$842K Sell
35,399
-1,093
-3% -$25.5K 0.02% 294
2024
Q2 		$829K Buy
36,492
+3,328
+10% +$75.3K 0.02% 277
2024
Q1 		$762K Buy
33,164
+43
+0.1% +$986 0.02% 281
2023
Q4 		$771K Sell
33,121
-12,693
-28% -$281K 0.03% 264
2023
Q3 		$997K Buy
45,814
+10,190
+29% +$227K 0.04% 230
2023
Q2 		$810K Buy
35,624
+232
+0.7% +$5.28K 0.03% 249
2023
Q1 		$815K Buy
35,392
+3,132
+10% +$71.5K 0.04% 251
2022
Q4 		$719K Buy
32,260
+1,209
+4% +$26.7K 0.03% 257
2022
Q3 		$676K Sell
31,051
-1,213
-4% -$28.1K 0.04% 249
2022
Q2 		$747K Sell
32,264
-813
-2% -$19.3K 0.04% 240
2022
Q1 		$831K Buy
33,077
+16,597
+101% +$430K 0.04% 243
2021
Q4 		$450K Buy
16,480
+4,376
+36% +$120K 0.02% 357
2021
Q3 		$333K Buy
12,104
+700
+6% +$19.5K 0.02% 362
2021
Q2 		$316K Buy
+11,404
New +$311K 0.02% 361

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Empirical Wealth Management's SUSC Position: Q2 2026 in Review

Empirical Wealth Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4.5% in Q2 2026, buying an estimated $47.2K and bringing the position to 47,894 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #383.

Empirical Wealth Management first reported a position in SUSC in Q2 2021 and has held it in 21 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Empirical Wealth Management held 47,894 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.11M as of Q2 2026.
  • Empirical Wealth Management bought 2,042 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $47.2K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #383 holding.
  • Empirical Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.