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

EverSource 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
2026 Q2	$813K	Sell	35,106 -12,992	-27%	-$300K	0.03%	403
2026 Q1	$1.11M	Buy	48,098 +2,768	+6%	+$64.7K	0.03%	353
2025 Q4	$1.06M	Buy	45,330 +1,754	+4%	+$41.3K	0.04%	323
2025 Q3	$1.03M	Buy	43,576 +5,694	+15%	+$133K	0.04%	305
2025 Q2	$880K	Buy	37,882 +4,031	+12%	+$91.9K	0.04%	310
2025 Q1	$781K	Sell	33,851 -431	-1%	-$9.86K	0.04%	295
2024 Q4	$779K	Buy	34,282 +1,563	+5%	+$36.2K	0.04%	281
2024 Q3	$778K	Buy	32,719 +191	+0.6%	+$4.46K	0.05%	257
2024 Q2	$754K	Buy	+32,528	New	+$736K	0.05%	251

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EverSource Wealth Advisors's SUSC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 27% in Q2 2026, selling an estimated $300K and leaving 35,106 shares worth $813K. The position accounts for 0.03% of the portfolio, ranked #403.

EverSource Wealth Advisors first reported a position in SUSC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

EverSource Wealth Advisors held 35,106 shares of iShares ESG Aware USD Corporate Bond ETF worth $813K as of Q2 2026.
EverSource Wealth Advisors sold 12,992 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $300K.
iShares ESG Aware USD Corporate Bond ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #403 holding.
EverSource Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.11M in Q1 2026.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.