FWI
SUSC icon

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
Q2 		$3.09M Buy
133,593
+12,526
+10% +$290K 0.04% 70
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 $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

Facet Wealth Inc's SUSC Position: Q2 2026 in Review

Facet Wealth Inc increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 10% in Q2 2026, buying an estimated $290K and bringing the position to 133,593 shares worth $3.09M. The position accounts for 0.04% of the portfolio, ranked #70.

Facet Wealth Inc first reported a position in SUSC in Q2 2023 and has held it in 13 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Facet Wealth Inc held 133,593 shares of iShares ESG Aware USD Corporate Bond ETF worth $3.09M as of Q2 2026.
  • Facet Wealth Inc bought 12,526 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $290K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.04% of Facet Wealth Inc's portfolio in Q2 2026, its #70 holding.
  • Facet Wealth Inc first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.