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GeoWealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

GeoWealth Management’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 		$3.55M Buy
153,203
+8,930
+6% +$207K 0.11% 111
2026
Q1 		$3.34M Buy
144,273
+776
+0.5% +$18.1K 0.12% 110
2025
Q4 		$3.36M Buy
143,497
+24,090
+20% +$567K 0.12% 110
2025
Q3 		$2.81M Buy
119,407
+18,767
+19% +$437K 0.1% 128
2025
Q2 		$2.34M Buy
100,640
+29,884
+42% +$682K 0.09% 136
2025
Q1 		$1.63M Buy
70,756
+32,932
+87% +$753K 0.07% 179
2024
Q4 		$859K Buy
37,824
+36,429
+2,611% +$844K 0.03% 329
2024
Q3 		$33.2K Buy
+1,395
New +$32.6K ﹤0.01% 1186

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

GeoWealth Management's SUSC Position: Q2 2026 in Review

GeoWealth Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 6.2% in Q2 2026, buying an estimated $207K and bringing the position to 153,203 shares worth $3.55M. The position accounts for 0.11% of the portfolio, ranked #111.

GeoWealth Management first reported a position in SUSC in Q3 2024 and has held it in 8 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • GeoWealth Management held 153,203 shares of iShares ESG Aware USD Corporate Bond ETF worth $3.55M as of Q2 2026.
  • GeoWealth Management bought 8,930 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $207K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.11% of GeoWealth Management's portfolio in Q2 2026, its #111 holding.
  • GeoWealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.