Goldstein Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Goldstein Advisors’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	$222K	Buy	+9,594	New	+$222K	0.02%	231

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

Goldstein Advisors's SUSC Position: Q2 2026 in Review

Goldstein Advisors opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026: 9,594 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #231 among its holdings.

305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Goldstein Advisors held 9,594 shares of iShares ESG Aware USD Corporate Bond ETF worth $222K as of Q2 2026.
iShares ESG Aware USD Corporate Bond ETF was a new Goldstein Advisors position in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #231 holding.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.