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Grey Fox Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Grey Fox Wealth 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
2025
Q4 		– Sell
-5,067
Closed -$119K – 542
2025
Q3 		$119K Buy
+5,067
New +$118K 0.02% 173

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grey Fox Wealth Advisors's SUSC Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2025, closing a stake of 5,067 shares — an estimated $119K sold.

Grey Fox Wealth Advisors first reported a position in SUSC in Q3 2025 and held it in 1 quarter. The position peaked at $119K in Q3 2025. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 5,067 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $119K.
  • Grey Fox Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $119K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.