Focus Partners Advisor Solutions’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Focus Partners Advisor Solutions’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	$769K	Buy	33,214 +8,286	+33%	+$192K	0.01%	660
2026 Q1	$577K	Buy	24,928 +147	+0.6%	+$3.44K	0.01%	739
2025 Q4	$580K	Sell	24,781 -15,022	-38%	-$353K	0.01%	672
2025 Q3	$933K	Buy	39,803 +17,488	+78%	+$407K	0.01%	554
2025 Q2	$518K	Buy	22,315 +274	+1%	+$6.25K	0.01%	659
2025 Q1	$508K	Buy	+22,041	New	+$504K	0.01%	580

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focus Partners Advisor Solutions's SUSC Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 33% in Q2 2026, buying an estimated $192K and bringing the position to 33,214 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #660.

Focus Partners Advisor Solutions first reported a position in SUSC in Q1 2025 and has held it in 6 quarters since. The position peaked at $933K in Q3 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Focus Partners Advisor Solutions held 33,214 shares of iShares ESG Aware USD Corporate Bond ETF worth $769K as of Q2 2026.
Focus Partners Advisor Solutions bought 8,286 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $192K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #660 holding.
Focus Partners Advisor Solutions first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Focus Partners Advisor Solutions's iShares ESG Aware USD Corporate Bond ETF position peaked at $933K in Q3 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.