Envestnet Portfolio Solutions’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Envestnet Portfolio Solutions’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	$36M	Sell	1,555,509 -602,615	-28%	-$13.9M	0.17%	90
2026 Q1	$49.9M	Buy	2,158,124 +39,026	+2%	+$912K	0.28%	62
2025 Q4	$49.6M	Buy	2,119,098 +29,904	+1%	+$704K	0.17%	74
2025 Q3	$49.2M	Buy	2,089,194 +179,301	+9%	+$4.18M	0.18%	73
2025 Q2	$44.4M	Buy	1,909,893 +10,762	+0.6%	+$245K	0.16%	72
2025 Q1	$43.8M	Sell	1,899,131 -632,939	-25%	-$14.5M	0.17%	75
2024 Q4	$57.5M	Sell	2,532,070 -144,758	-5%	-$3.35M	0.19%	69
2024 Q3	$63.7M	Buy	2,676,828 +18,770	+0.7%	+$438K	0.21%	64
2024 Q2	$60.4M	Buy	2,658,058 +26,481	+1%	+$599K	0.21%	65
2024 Q1	$60.5M	Buy	2,631,577 +247,055	+10%	+$5.67M	0.23%	61
2023 Q4	$55.5M	Buy	2,384,522 +300,691	+14%	+$6.65M	0.23%	58
2023 Q3	$45.3M	Buy	+2,083,831	New	+$46.5M	0.21%	59

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Envestnet Portfolio Solutions's SUSC Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 28% in Q2 2026, selling an estimated $13.9M and leaving 1,555,509 shares worth $36M. The position accounts for 0.17% of the portfolio, ranked #90.

Envestnet Portfolio Solutions first reported a position in SUSC in Q3 2023 and has held it in 12 quarters since. The position peaked at $63.7M in Q3 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Envestnet Portfolio Solutions held 1,555,509 shares of iShares ESG Aware USD Corporate Bond ETF worth $36M as of Q2 2026.
Envestnet Portfolio Solutions sold 602,615 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $13.9M.
iShares ESG Aware USD Corporate Bond ETF made up 0.17% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #90 holding.
Envestnet Portfolio Solutions first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares ESG Aware USD Corporate Bond ETF position peaked at $63.7M in Q3 2024.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.