Financial Engines Advisors
SUSC icon

Financial Engines Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Financial Engines 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
Q1 		$6.08M Sell
262,624
-55,234
-17% -$1.29M 0.01% 131
2025
Q4 		$7.43M Buy
317,858
+36,429
+13% +$857K 0.01% 120
2025
Q3 		$6.63M Buy
281,429
+25,331
+10% +$590K 0.01% 130
2025
Q2 		$5.95M Sell
256,098
-39,625
-13% -$904K 0.01% 127
2025
Q1 		$6.82M Buy
295,723
+7,602
+3% +$174K 0.01% 112
2024
Q4 		$6.55M Buy
288,121
+7,293
+3% +$169K 0.01% 120
2024
Q3 		$6.68M Buy
280,828
+3,079
+1% +$71.9K 0.01% 107
2024
Q2 		$6.31M Buy
277,749
+22,483
+9% +$509K 0.01% 104
2024
Q1 		$5.87M Buy
255,266
+37,767
+17% +$866K 0.01% 103
2023
Q4 		$5.06M Buy
217,499
+37,344
+21% +$825K 0.01% 101
2023
Q3 		$3.92M Buy
180,155
+22,231
+14% +$496K 0.01% 93
2023
Q2 		$3.59M Buy
157,924
+24,533
+18% +$559K 0.01% 103
2023
Q1 		$3.07M Buy
133,391
+54,193
+68% +$1.24M 0.01% 111
2022
Q4 		$1.77M Buy
79,198
+12,595
+19% +$279K 0.01% 134
2022
Q3 		$1.45M Buy
66,603
+9,373
+16% +$217K ﹤0.01% 130
2022
Q2 		$1.32M Buy
57,230
+10,335
+22% +$245K ﹤0.01% 135
2022
Q1 		$1.18M Buy
+46,895
New +$1.21M ﹤0.01% 150

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

Financial Engines Advisors's SUSC Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 17% in Q1 2026, selling an estimated $1.29M and leaving 262,624 shares worth $6.08M. The position accounts for 0.01% of the portfolio, ranked #131.

Financial Engines Advisors first reported a position in SUSC in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.43M in Q4 2025. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Financial Engines Advisors held 262,624 shares of iShares ESG Aware USD Corporate Bond ETF worth $6.08M as of Q1 2026.
  • Financial Engines Advisors sold 55,234 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $1.29M.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #131 holding.
  • Financial Engines Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Financial Engines Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $7.43M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.