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Higgins & Schmidt Wealth Strategies’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$408K Buy
17,635
+1,573
+10% +$36.4K 0.17% 43
2026
Q1 		$372K Buy
16,062
+659
+4% +$15.4K 0.17% 46
2025
Q4 		$360K Buy
15,403
+999
+7% +$23.5K 0.17% 45
2025
Q3 		$339K Buy
14,404
+258
+2% +$6.01K 0.17% 44
2025
Q2 		$329K Buy
14,146
+1,827
+15% +$41.7K 0.18% 41
2025
Q1 		$284K Sell
12,319
-685
-5% -$15.7K 0.17% 40
2024
Q4 		$295K Buy
+13,004
New +$301K 0.18% 40

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's SUSC Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 9.8% in Q2 2026, buying an estimated $36.4K and bringing the position to 17,635 shares worth $408K. The position accounts for 0.17% of the portfolio, ranked #43.

Higgins & Schmidt Wealth Strategies first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 17,635 shares of iShares ESG Aware USD Corporate Bond ETF worth $408K as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies bought 1,573 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $36.4K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.17% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #43 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 151 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.