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
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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Equitable Holdings's SUSC Position: Q1 2026 in Review

Equitable Holdings increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 8.8% in Q1 2026, buying an estimated $423K and bringing the position to 222,983 shares worth $5.21M. The position accounts for 0.03% of the portfolio, ranked #420.

Equitable Holdings first reported a position in SUSC in Q2 2020 and has held it in 24 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Equitable Holdings held 222,983 shares of iShares ESG Aware USD Corporate Bond ETF worth $5.21M as of Q1 2026.
  • Equitable Holdings bought 18,078 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $423K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #420 holding.
  • Equitable Holdings first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.