Focus Partners Wealth
SUSC icon

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

Focus Partners Wealth’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 		$350K Sell
15,130
-2,129
-12% -$49.2K ﹤0.01% 2174
2026
Q1 		$399K Buy
17,259
+2,755
+19% +$64.4K ﹤0.01% 2038
2025
Q4 		$339K Buy
14,504
+2,668
+23% +$62.8K ﹤0.01% 2164
2025
Q3 		$279K Sell
11,836
-73
-0.6% -$1.7K ﹤0.01% 1885
2025
Q2 		$277K Sell
11,909
-2,009
-14% -$45.8K ﹤0.01% 1716
2025
Q1 		$321K Buy
13,918
+2,388
+21% +$54.6K ﹤0.01% 1540
2024
Q4 		$262K Buy
+11,530
New +$267K ﹤0.01% 1612
2024
Q3 		– Sell
-11,482
Closed -$264K – 1705
2024
Q2 		$264K Buy
11,482
+28
+0.2% +$634 ﹤0.01% 1102
2024
Q1 		$256K Buy
+11,454
New +$263K ﹤0.01% 880

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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 Partners Wealth's SUSC Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 12% in Q2 2026, selling an estimated $49.2K and leaving 15,130 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Focus Partners Wealth first reported a position in SUSC in Q1 2024 and has held it in 9 quarters since. The position peaked at $399K in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Focus Partners Wealth held 15,130 shares of iShares ESG Aware USD Corporate Bond ETF worth $350K as of Q2 2026.
  • Focus Partners Wealth sold 2,129 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $49.2K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2174 holding.
  • Focus Partners Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $399K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.