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FAS Wealth Partners’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

FAS Wealth Partners’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 		$15.5K Buy
669
+31
+5% +$725 ﹤0.01% 446
2025
Q4 		$14.9K Buy
638
+19
+3% +$447 ﹤0.01% 444
2025
Q3 		$14.6K Buy
619
+6
+1% +$140 ﹤0.01% 424
2025
Q2 		$14.2K Buy
613
+7
+1% +$160 ﹤0.01% 414
2025
Q1 		$14K Buy
606
+119
+24% +$2.72K ﹤0.01% 386
2024
Q4 		$11.1K Buy
487
+108
+28% +$2.5K ﹤0.01% 393
2024
Q3 		$9.02K Buy
379
+4
+1% +$93 ﹤0.01% 408
2024
Q2 		$8.52K Buy
375
+4
+1% +$91 ﹤0.01% 404
2024
Q1 		$8.53K Buy
371
+68
+22% +$1.56K ﹤0.01% 410
2023
Q4 		$7.05K Buy
303
+111
+58% +$2.45K ﹤0.01% 402
2023
Q3 		$4.17K Buy
192
+2
+1% +$45 ﹤0.01% 399
2023
Q2 		$4.32K Sell
190
-29
-13% -$660 ﹤0.01% 379
2023
Q1 		$5.04K Sell
219
-47
-18% -$1.07K ﹤0.01% 399
2022
Q4 		$5.92K Buy
266
+61
+30% +$1.35K ﹤0.01% 392
2022
Q3 		$4K Buy
205
+1
+0.5% +$23 ﹤0.01% 384
2022
Q2 		$5K Sell
204
-70
-26% -$1.66K ﹤0.01% 385
2022
Q1 		$7K Buy
274
+1
+0.4% +$26 ﹤0.01% 376
2021
Q4 		$7K Buy
273
+145
+113% +$3.98K ﹤0.01% 389
2021
Q3 		$4K Hold
128
– – ﹤0.01% 392
2021
Q2 		$4K Buy
128
+20
+19% +$546 ﹤0.01% 367
2021
Q1 		$3K Hold
108
– – ﹤0.01% 342
2020
Q4 		$3K Buy
108
+12
+13% +$336 ﹤0.01% 333
2020
Q3 		$3K Hold
96
– – ﹤0.01% 313
2020
Q2 		$3K Buy
96
+1
+1% +$27 ﹤0.01% 303
2020
Q1 		$2K Buy
95
+5
+6% +$132 ﹤0.01% 289
2019
Q4 		$2K Buy
+90
New +$2.37K ﹤0.01% 284

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 $20.9B AUM 19.34% 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

FAS Wealth Partners's SUSC Position: Q1 2026 in Review

FAS Wealth Partners increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4.9% in Q1 2026, buying an estimated $725 and bringing the position to 669 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

FAS Wealth Partners first reported a position in SUSC in Q4 2019 and has held it in 26 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • FAS Wealth Partners held 669 shares of iShares ESG Aware USD Corporate Bond ETF worth $15.5K as of Q1 2026.
  • FAS Wealth Partners bought 31 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $725.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #446 holding.
  • FAS Wealth Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.