Global Financial Private Client’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-573	Closed	-$13.2K	–	1417
2025 Q1	$13.2K	Sell	573 -10	-2%	-$229	0.01%	519
2024 Q4	$13.2K	Sell	583 -129	-18%	-$2.99K	0.01%	497
2024 Q3	$16.9K	Hold	712	–	–	0.01%	456
2024 Q2	$16.2K	Buy	712 +46	+7%	+$1.04K	0.01%	400
2024 Q1	$15.1K	Buy	666 +154	+30%	+$3.53K	0.01%	418
2023 Q4	$11.9K	Sell	512 -4	-0.8%	-$88	0.01%	436
2023 Q3	$11.1K	Hold	516	–	–	0.01%	424
2023 Q2	$11.7K	Buy	516 +299	+138%	+$6.81K	0.01%	417
2023 Q1	$5.01K	Hold	217	–	–	﹤0.01%	509
2022 Q4	$4.84K	Hold	217	–	–	﹤0.01%	490
2022 Q3	$4.78K	Buy	217 +122	+128%	+$2.83K	﹤0.01%	471
2022 Q2	$2.21K	Hold	95	–	–	﹤0.01%	513
2022 Q1	$2.39K	Buy	+95	New	+$2.46K	﹤0.01%	521
2021 Q2	–	Sell	-85	Closed	-$2.3K	–	611
2021 Q1	$2.3K	Buy	+85	New	+$2.34K	﹤0.01%	423

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Global Financial Private Client's SUSC Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2025, closing a stake of 573 shares — an estimated $13.2K sold.

Global Financial Private Client first reported a position in SUSC in Q1 2021 and held it in 14 quarters. The position peaked at $16.9K in Q3 2024. 257 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

Global Financial Private Client reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 573 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2025, an estimated $13.2K.
Global Financial Private Client first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2021 and held it in 14 quarters.
Global Financial Private Client's iShares ESG Aware USD Corporate Bond ETF position peaked at $16.9K in Q3 2024.
257 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.