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Financial Gravity Companies’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$124K Buy
+5,322
New +$121K 0.02% 201
2024
Q4 		$150K Sell
6,616
-208
-3% -$4.82K 0.03% 161
2024
Q3 		$162K Buy
+6,824
New +$159K 0.04% 103

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Financial Gravity Companies's SUSC Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2025: 5,322 shares worth $124K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SUSC as recently as Q4 2024.

Financial Gravity Companies first reported a position in SUSC in Q3 2024 and has held it in 3 quarters since. The position peaked at $162K in Q3 2024. 257 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

  • Financial Gravity Companies held 5,322 shares of iShares ESG Aware USD Corporate Bond ETF worth $124K as of Q2 2025.
  • iShares ESG Aware USD Corporate Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Financial Gravity Companies's portfolio in Q2 2025, its #201 holding.
  • Financial Gravity Companies first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's iShares ESG Aware USD Corporate Bond ETF position peaked at $162K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.