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 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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Envestnet Portfolio Solutions's SUSC Position: Q1 2026 in Review

Envestnet Portfolio Solutions increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.8% in Q1 2026, buying an estimated $912K and bringing the position to 2,158,124 shares worth $49.9M. The position accounts for 0.28% of the portfolio, ranked #62.

Envestnet Portfolio Solutions first reported a position in SUSC in Q3 2023 and has held it in 11 quarters since. The position peaked at $63.7M in Q3 2024. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Envestnet Portfolio Solutions held 2,158,124 shares of iShares ESG Aware USD Corporate Bond ETF worth $49.9M as of Q1 2026.
Envestnet Portfolio Solutions bought 39,026 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $912K.
iShares ESG Aware USD Corporate Bond ETF made up 0.28% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #62 holding.
Envestnet Portfolio Solutions first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's iShares ESG Aware USD Corporate Bond ETF position peaked at $63.7M in Q3 2024.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.