ERTS Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

ERTS Wealth Advisors’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
2025 Q2	–	Sell	-13,970	Closed	-$322K	–	78
2025 Q1	$322K	Buy	13,970 +117	+0.8%	+$2.68K	0.06%	64
2024 Q4	$315K	Buy	13,853 +280	+2%	+$6.49K	0.06%	66
2024 Q3	$323K	Buy	13,573 +1,223	+10%	+$28.6K	0.06%	72
2024 Q2	$281K	Buy	12,350 +79	+0.6%	+$1.79K	0.06%	78
2024 Q1	$282K	Buy	12,271 +1,989	+19%	+$45.6K	0.06%	78
2023 Q4	$239K	Buy	+10,282	New	+$227K	0.05%	79
2021 Q3	–	Sell	-8,858	Closed	-$246K	–	89
2021 Q2	$246K	Sell	8,858 -128	-1%	-$3.49K	0.07%	76
2021 Q1	$242K	Sell	8,986 -121	-1%	-$3.33K	0.07%	77
2020 Q4	$258K	Buy	+9,107	New	+$255K	0.08%	65
2019 Q1	–	Sell	-129	Closed	-$3K	–	273
2018 Q4	$3K	Buy	+129	New	+$3.07K	﹤0.01%	293

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

ERTS Wealth Advisors's SUSC Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2025, closing a stake of 13,970 shares — an estimated $322K sold.

ERTS Wealth Advisors first reported a position in SUSC in Q4 2018 and held it in 10 quarters. The position peaked at $323K in Q3 2024. 257 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

ERTS Wealth Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
ERTS Wealth Advisors sold 13,970 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2025, an estimated $322K.
ERTS Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2018 and held it in 10 quarters.
ERTS Wealth Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $323K in Q3 2024.
257 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.