FWI
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Facet Wealth Inc’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Facet Wealth Inc’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 		$2.8M Buy
121,067
+5,119
+4% +$120K 0.05% 66
2025
Q4 		$2.72M Buy
115,948
+9,874
+9% +$232K 0.05% 64
2025
Q3 		$2.5M Buy
106,074
+3,729
+4% +$86.8K 0.05% 56
2025
Q2 		$2.37M Buy
102,345
+2,436
+2% +$55.6K 0.05% 55
2025
Q1 		$2.27M Sell
99,909
-11,286
-10% -$258K 0.06% 55
2024
Q4 		$2.54M Buy
111,195
+3,831
+4% +$88.7K 0.07% 51
2024
Q3 		$2.46M Buy
107,364
+7,957
+8% +$186K 0.07% 50
2024
Q2 		$2.29M Buy
99,407
+6,913
+7% +$156K 0.07% 50
2024
Q1 		$2.09M Sell
92,494
-64
-0.1% -$1.47K 0.07% 50
2023
Q4 		$2.13M Buy
92,558
+2,403
+3% +$53.1K 0.08% 45
2023
Q3 		$1.92M Buy
90,155
+19,427
+27% +$433K 0.09% 44
2023
Q2 		$1.58M Buy
+70,728
New +$1.61M 0.08% 41

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

Facet Wealth Inc's SUSC Position: Q1 2026 in Review

Facet Wealth Inc increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4.4% in Q1 2026, buying an estimated $120K and bringing the position to 121,067 shares worth $2.8M. The position accounts for 0.05% of the portfolio, ranked #66.

Facet Wealth Inc first reported a position in SUSC in Q2 2023 and has held it in 12 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Facet Wealth Inc held 121,067 shares of iShares ESG Aware USD Corporate Bond ETF worth $2.8M as of Q1 2026.
  • Facet Wealth Inc bought 5,119 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $120K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.05% of Facet Wealth Inc's portfolio in Q1 2026, its #66 holding.
  • Facet Wealth Inc first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.