Global Retirement Partners’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Global Retirement 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	$24.8K	Buy	+1,069	New	+$24.7K	﹤0.01%	2936
2025 Q4	$76.5K	Buy	3,273 +40	+1%	+$941	﹤0.01%	2076
2025 Q3	$76.2K	Sell	3,233 -1,343	-29%	-$31.3K	﹤0.01%	1664
2025 Q2	$106K	Buy	+4,576	New	+$104K	﹤0.01%	1404
2024 Q4	$107K	Sell	4,731 -709	-13%	-$16.4K	﹤0.01%	1231
2024 Q3	$129K	Buy	5,440 +2,031	+60%	+$47.4K	﹤0.01%	1100
2024 Q2	$77.5K	Buy	3,409 +1,141	+50%	+$25.8K	﹤0.01%	1319
2024 Q1	$52.1K	Hold	2,268	–	–	﹤0.01%	1397
2023 Q4	$52.3K	Sell	2,268 -120	-5%	-$2.65K	﹤0.01%	1347
2023 Q3	$51.2K	Hold	2,388	–	–	﹤0.01%	1259
2023 Q2	$54.3K	Hold	2,388	–	–	﹤0.01%	1232
2023 Q1	$54.9K	Sell	2,388 -102	-4%	-$2.33K	﹤0.01%	1191
2022 Q4	$55.5K	Hold	2,490	–	–	﹤0.01%	1040
2022 Q3	$54K	Hold	2,490	–	–	﹤0.01%	989
2022 Q2	$58K	Hold	2,490	–	–	﹤0.01%	941
2022 Q1	$59K	Buy	+2,490	New	+$64.4K	﹤0.01%	934

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

Global Retirement Partners's SUSC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026: 1,069 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #2936 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SUSC as recently as Q4 2025.

Global Retirement Partners first reported a position in SUSC in Q1 2022 and has held it in 16 quarters since. The position peaked at $129K in Q3 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Global Retirement Partners held 1,069 shares of iShares ESG Aware USD Corporate Bond ETF worth $24.8K as of Q2 2026.
iShares ESG Aware USD Corporate Bond ETF was a new Global Retirement Partners position in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2936 holding.
Global Retirement Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's iShares ESG Aware USD Corporate Bond ETF position peaked at $129K in Q3 2024.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.