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GC Wealth Management RIA’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

GC Wealth Management RIA’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 		$914K Buy
39,492
+589
+2% +$13.6K 0.05% 243
2026
Q1 		$900K Buy
38,903
+2,153
+6% +$50.3K 0.04% 256
2025
Q4 		$859K Buy
36,750
+21,132
+135% +$497K 0.03% 254
2025
Q3 		$368K Buy
+15,618
New +$364K 0.01% 654

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

GC Wealth Management RIA's SUSC Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.5% in Q2 2026, buying an estimated $13.6K and bringing the position to 39,492 shares worth $914K. The position accounts for 0.05% of the portfolio, ranked #243.

GC Wealth Management RIA first reported a position in SUSC in Q3 2025 and has held it in 4 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • GC Wealth Management RIA held 39,492 shares of iShares ESG Aware USD Corporate Bond ETF worth $914K as of Q2 2026.
  • GC Wealth Management RIA bought 589 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $13.6K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.05% of GC Wealth Management RIA's portfolio in Q2 2026, its #243 holding.
  • GC Wealth Management RIA first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.