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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GeoWealth Management's SUSC Position: Q1 2026 in Review

GeoWealth Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.54% in Q1 2026, buying an estimated $18.1K and bringing the position to 144,273 shares worth $3.34M. The position accounts for 0.12% of the portfolio, ranked #110.

GeoWealth Management first reported a position in SUSC in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.36M in Q4 2025. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

GeoWealth Management held 144,273 shares of iShares ESG Aware USD Corporate Bond ETF worth $3.34M as of Q1 2026.
GeoWealth Management bought 776 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $18.1K.
iShares ESG Aware USD Corporate Bond ETF made up 0.12% of GeoWealth Management's portfolio in Q1 2026, its #110 holding.
GeoWealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
GeoWealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $3.36M in Q4 2025.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.