EQ LLC’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

EQ LLC’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	$327K	Sell	14,111 -9,148	-39%	-$212K	0.08%	70
2026 Q1	$538K	Buy	23,259 +2,765	+13%	+$64.6K	0.15%	51
2025 Q4	$479K	Buy	20,494 +4,219	+26%	+$99.3K	0.14%	59
2025 Q3	$383K	Sell	16,275 -324	-2%	-$7.55K	0.13%	63
2025 Q2	$386K	Buy	16,599 +1,945	+13%	+$44.4K	0.15%	60
2025 Q1	$338K	Buy	14,654 +966	+7%	+$22.1K	0.16%	53
2024 Q4	$311K	Sell	13,688 -13	-0.1%	-$301	0.15%	56
2024 Q3	$326K	Buy	+13,701	New	+$320K	0.16%	47

Other funds holding SUSC

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EQ LLC's SUSC Position: Q2 2026 in Review

EQ LLC reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 39% in Q2 2026, selling an estimated $212K and leaving 14,111 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #70.

EQ LLC first reported a position in SUSC in Q3 2024 and has held it in 8 quarters since. The position peaked at $538K in Q1 2026. 144 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

EQ LLC held 14,111 shares of iShares ESG Aware USD Corporate Bond ETF worth $327K as of Q2 2026.
EQ LLC sold 9,148 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $212K.
iShares ESG Aware USD Corporate Bond ETF made up 0.08% of EQ LLC's portfolio in Q2 2026, its #70 holding.
EQ LLC first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
EQ LLC's iShares ESG Aware USD Corporate Bond ETF position peaked at $538K in Q1 2026.
144 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.