Envestnet Asset Management
SUSC icon

Envestnet Asset Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Envestnet Asset 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 		$167M Sell
7,198,860
-2,728,574
-27% -$63.1M 0.04% 411
2026
Q1 		$230M Buy
9,927,434
+465,191
+5% +$10.9M 0.06% 287
2025
Q4 		$221M Sell
9,462,243
-40,144
-0.4% -$944K 0.07% 275
2025
Q3 		$224M Buy
9,502,387
+1,100,966
+13% +$25.6M 0.06% 280
2025
Q2 		$195M Buy
8,401,421
+927,525
+12% +$21.2M 0.06% 320
2025
Q1 		$172M Sell
7,473,896
-9,166
-0.1% -$210K 0.06% 326
2024
Q4 		$170M Sell
7,483,062
-495,590
-6% -$11.5M 0.05% 327
2024
Q3 		$190M Buy
7,978,652
+27,004
+0.3% +$631K 0.06% 291
2024
Q2 		$181M Buy
7,951,648
+77,419
+1% +$1.75M 0.06% 281
2024
Q1 		$181M Buy
7,874,229
+1,278,623
+19% +$29.3M 0.07% 275
2023
Q4 		$153M Buy
6,595,606
+706,076
+12% +$15.6M 0.06% 292
2023
Q3 		$128M Sell
5,889,530
-2,957,762
-33% -$66M 0.06% 310
2023
Q2 		$201M Buy
8,847,292
+158,285
+2% +$3.6M 0.09% 197
2023
Q1 		$200M Buy
8,689,007
+3,350,673
+63% +$76.5M 0.1% 189
2022
Q4 		$119M Sell
5,338,334
-147,013
-3% -$3.25M 0.06% 278
2022
Q3 		$119M Buy
5,485,347
+1,327,222
+32% +$30.7M 0.07% 243
2022
Q2 		$96.3M Buy
4,158,125
+1,184,094
+40% +$28.1M 0.05% 297
2022
Q1 		$74.8M Buy
2,974,031
+2,733,598
+1,137% +$70.7M 0.04% 373
2021
Q4 		$6.56M Buy
240,433
+44,309
+23% +$1.22M ﹤0.01% 1431
2021
Q3 		$5.39M Buy
196,124
+30,242
+18% +$843K ﹤0.01% 1495
2021
Q2 		$4.6M Sell
165,882
-2,539,873
-94% -$69.3M ﹤0.01% 1565
2021
Q1 		$72.9M Buy
2,705,755
+419,758
+18% +$11.5M 0.05% 315
2020
Q4 		$64.8M Sell
2,285,997
-606,301
-21% -$17M 0.05% 290
2020
Q3 		$80.2M Buy
2,892,298
+834,191
+41% +$23.3M 0.07% 214
2020
Q2 		$56.8M Buy
2,058,107
+1,621,095
+371% +$43.4M 0.06% 260
2020
Q1 		$11.2M Buy
437,012
+208,081
+91% +$5.49M 0.01% 643
2019
Q4 		$6.06M Buy
228,931
+133,993
+141% +$3.53M 0.01% 1028
2019
Q3 		$2.5M Buy
94,938
+47,327
+99% +$1.24M ﹤0.01% 1423
2019
Q2 		$1.23M Sell
47,611
-58,880
-55% -$1.48M ﹤0.01% 1811
2019
Q1 		$2.66M Buy
106,491
+90,620
+571% +$2.21M ﹤0.01% 1329
2018
Q4 		$379K Buy
+15,871
New +$378K ﹤0.01% 2304

Other funds holding SUSC

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
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management's SUSC Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 27% in Q2 2026, selling an estimated $63.1M and leaving 7,198,860 shares worth $167M. The position accounts for 0.04% of the portfolio, ranked #411.

Envestnet Asset Management first reported a position in SUSC in Q4 2018 and has held it in 31 quarters since. The position peaked at $230M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Envestnet Asset Management held 7,198,860 shares of iShares ESG Aware USD Corporate Bond ETF worth $167M as of Q2 2026.
  • Envestnet Asset Management sold 2,728,574 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $63.1M.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.04% of Envestnet Asset Management's portfolio in Q2 2026, its #411 holding.
  • Envestnet Asset Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Envestnet Asset Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $230M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.