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

Gen-Wealth Partners’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	$93.5K	Buy	4,040 +296	+8%	+$6.84K	0.03%	335
2026 Q1	$86.6K	Buy	3,744 +2,156	+136%	+$50.4K	0.03%	346
2025 Q4	$37.1K	Hold	1,588	–	–	0.01%	412
2025 Q3	$37.4K	Hold	1,588	–	–	0.01%	414
2025 Q2	$36.9K	Buy	1,588 +283	+22%	+$6.46K	0.01%	359
2025 Q1	$30.1K	Buy	+1,305	New	+$29.9K	0.01%	381

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

Gen-Wealth Partners's SUSC Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 7.9% in Q2 2026, buying an estimated $6.84K and bringing the position to 4,040 shares worth $93.5K. The position accounts for 0.03% of the portfolio, ranked #335.

Gen-Wealth Partners first reported a position in SUSC in Q1 2025 and has held it in 6 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Gen-Wealth Partners held 4,040 shares of iShares ESG Aware USD Corporate Bond ETF worth $93.5K as of Q2 2026.
Gen-Wealth Partners bought 296 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $6.84K.
iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Gen-Wealth Partners's portfolio in Q2 2026, its #335 holding.
Gen-Wealth Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.