EH
SUSC icon

Equitable Holdings’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Equitable Holdings’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 		$4.08M Sell
176,209
-46,774
-21% -$1.08M 0.02% 516
2026
Q1 		$5.21M Buy
222,983
+18,078
+9% +$423K 0.03% 420
2025
Q4 		$4.79M Buy
204,905
+6,346
+3% +$149K 0.03% 385
2025
Q3 		$4.68M Buy
198,559
+37,691
+23% +$878K 0.03% 371
2025
Q2 		$3.74M Buy
160,868
+20,249
+14% +$462K 0.03% 396
2025
Q1 		$3.24M Sell
140,619
-1,551
-1% -$35.5K 0.03% 397
2024
Q4 		$3.23M Sell
142,170
-10,857
-7% -$251K 0.03% 368
2024
Q3 		$3.64M Buy
153,027
+5,267
+4% +$123K 0.04% 340
2024
Q2 		$3.36M Buy
147,760
+6,310
+4% +$143K 0.04% 346
2024
Q1 		$3.25M Buy
141,450
+23,272
+20% +$534K 0.04% 327
2023
Q4 		$2.75M Buy
118,178
+19,976
+20% +$442K 0.03% 331
2023
Q3 		$2.14M Buy
98,202
+4,923
+5% +$110K 0.03% 346
2023
Q2 		$2.12M Buy
93,279
+3,024
+3% +$68.9K 0.03% 341
2023
Q1 		$2.08M Buy
90,255
+36,229
+67% +$827K 0.03% 314
2022
Q4 		$1.2M Sell
54,026
-16,341
-23% -$361K 0.02% 404
2022
Q3 		$1.53M Sell
70,367
-724
-1% -$16.8K 0.03% 305
2022
Q2 		$1.65M Buy
71,091
+11,872
+20% +$281K 0.03% 294
2022
Q1 		$1.49M Buy
59,219
+32,227
+119% +$834K 0.02% 337
2021
Q4 		$737K Buy
26,992
+180
+0.7% +$4.94K 0.01% 477
2021
Q3 		$737K Buy
26,812
+3,528
+15% +$98.4K 0.01% 461
2021
Q2 		$645K Sell
23,284
-38,463
-62% -$1.05M 0.01% 482
2021
Q1 		$1.66M Buy
61,747
+3,115
+5% +$85.7K 0.04% 272
2020
Q4 		$1.66M Sell
58,632
-11,222
-16% -$314K 0.04% 254
2020
Q3 		$1.94M Buy
69,854
+29,658
+74% +$830K 0.05% 211
2020
Q2 		$1.11M Buy
+40,196
New +$1.08M 0.03% 288

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

Equitable Holdings's SUSC Position: Q2 2026 in Review

Equitable Holdings reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 21% in Q2 2026, selling an estimated $1.08M and leaving 176,209 shares worth $4.08M. The position accounts for 0.02% of the portfolio, ranked #516.

Equitable Holdings first reported a position in SUSC in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.21M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Equitable Holdings held 176,209 shares of iShares ESG Aware USD Corporate Bond ETF worth $4.08M as of Q2 2026.
  • Equitable Holdings sold 46,774 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $1.08M.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #516 holding.
  • Equitable Holdings first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Equitable Holdings's iShares ESG Aware USD Corporate Bond ETF position peaked at $5.21M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.