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Focus Financial Network’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Focus Financial Network’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 		$619K Buy
26,749
+4,781
+22% +$111K 0.02% 443
2026
Q1 		$508K Buy
21,968
+1,464
+7% +$34.2K 0.02% 453
2025
Q4 		$479K Buy
20,504
+254
+1% +$5.98K 0.02% 454
2025
Q3 		$477K Buy
20,250
+3,259
+19% +$75.9K 0.02% 457
2025
Q2 		$395K Sell
16,991
-1,295
-7% -$29.5K 0.02% 488
2025
Q1 		$422K Buy
18,286
+119
+0.7% +$2.72K 0.02% 456
2024
Q4 		$413K Buy
18,167
+25
+0.1% +$579 0.02% 462
2024
Q3 		$432K Buy
18,142
+5
+0% +$117 0.02% 441
2024
Q2 		$419K Buy
18,137
+213
+1% +$4.82K 0.02% 442
2024
Q1 		$400K Buy
17,924
+3,878
+28% +$88.9K 0.02% 424
2023
Q4 		$327K Buy
14,046
+1,641
+13% +$36.3K 0.01% 550
2023
Q3 		$270K Sell
12,405
-182
-1% -$4.06K 0.02% 494
2023
Q2 		$286K Sell
12,587
-1,892
-13% -$43.1K 0.02% 482
2023
Q1 		$333K Buy
+14,479
New +$330K 0.02% 431
2020
Q4 		– Sell
-8,084
Closed -$224K – 477
2020
Q3 		$224K Hold
8,084
– – 0.02% 398
2020
Q2 		$223K Buy
+8,084
New +$217K 0.02% 359

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

Focus Financial Network's SUSC Position: Q2 2026 in Review

Focus Financial Network increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 22% in Q2 2026, buying an estimated $111K and bringing the position to 26,749 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #443.

Focus Financial Network first reported a position in SUSC in Q2 2020 and has held it in 16 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Focus Financial Network held 26,749 shares of iShares ESG Aware USD Corporate Bond ETF worth $619K as of Q2 2026.
  • Focus Financial Network bought 4,781 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $111K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #443 holding.
  • Focus Financial Network first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and has held it in 16 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.