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Fiduciary Trust’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Fiduciary Trust’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 		$2.28M Buy
98,288
+14,441
+17% +$334K 0.02% 266
2026
Q1 		$1.94M Buy
83,847
+5,092
+6% +$119K 0.02% 285
2025
Q4 		$1.84M Buy
78,755
+14,032
+22% +$330K 0.02% 294
2025
Q3 		$1.52M Buy
64,723
+534
+0.8% +$12.4K 0.02% 332
2025
Q2 		$1.49M Buy
64,189
+917
+1% +$20.9K 0.02% 325
2025
Q1 		$1.46M Buy
63,272
+15,550
+33% +$356K 0.02% 322
2024
Q4 		$1.08M Buy
47,722
+28,203
+144% +$653K 0.01% 346
2024
Q3 		$464K Buy
19,519
+4,204
+27% +$98.2K 0.01% 478
2024
Q2 		$348K Buy
15,315
+2,209
+17% +$50K 0.01% 518
2024
Q1 		$301K Buy
13,106
+1,001
+8% +$23K ﹤0.01% 560
2023
Q4 		$282K Sell
12,105
-1,863
-13% -$41.2K ﹤0.01% 554
2023
Q3 		$304K Buy
13,968
+49
+0.4% +$1.09K 0.01% 523
2023
Q2 		$317K Buy
13,919
+771
+6% +$17.6K 0.01% 529
2023
Q1 		$303K Hold
13,148
– – 0.01% 535
2022
Q4 		$293K Sell
13,148
-545
-4% -$12.1K 0.01% 544
2022
Q3 		$298K Buy
13,693
+1,565
+13% +$36.2K 0.01% 525
2022
Q2 		$281K Hold
12,128
– – 0.01% 551
2022
Q1 		$305K Sell
12,128
-710
-6% -$18.4K 0.01% 563
2021
Q4 		$350K Sell
12,838
-181
-1% -$4.97K 0.01% 531
2021
Q3 		$358K Sell
13,019
-3,405
-21% -$94.9K 0.01% 532
2021
Q2 		$455K Hold
16,424
– – 0.01% 478
2021
Q1 		$443K Sell
16,424
-200
-1% -$5.5K 0.01% 475
2020
Q4 		$471K Buy
16,624
+1,235
+8% +$34.6K 0.01% 440
2020
Q3 		$427K Buy
15,389
+191
+1% +$5.34K 0.01% 422
2020
Q2 		$420K Hold
15,198
– – 0.01% 404
2020
Q1 		$391K Buy
15,198
+1,698
+13% +$44.8K 0.01% 376
2019
Q4 		$357K Buy
+13,500
New +$356K 0.01% 426

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

Fiduciary Trust's SUSC Position: Q2 2026 in Review

Fiduciary Trust increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 17% in Q2 2026, buying an estimated $334K and bringing the position to 98,288 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #266.

Fiduciary Trust first reported a position in SUSC in Q4 2019 and has held it in 27 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Fiduciary Trust held 98,288 shares of iShares ESG Aware USD Corporate Bond ETF worth $2.28M as of Q2 2026.
  • Fiduciary Trust bought 14,441 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $334K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Fiduciary Trust's portfolio in Q2 2026, its #266 holding.
  • Fiduciary Trust first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.