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

High Falls 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 		$217K Buy
9,259
+191
+2% +$4.49K 0.04% 136
2025
Q3 		$214K Buy
+9,068
New +$211K 0.04% 145
2025
Q2 		– Sell
-10,986
Closed -$253K – 152
2025
Q1 		$253K Buy
+10,986
New +$251K 0.06% 104

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 $18.1B AUM 15% 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

High Falls Advisors's SUSC Position: Q4 2025 in Review

High Falls Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2.1% in Q4 2025, buying an estimated $4.49K and bringing the position to 9,259 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #136.

High Falls Advisors first reported a position in SUSC in Q1 2025 and has held it in 3 quarters since. The position peaked at $253K in Q1 2025. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

  • High Falls Advisors held 9,259 shares of iShares ESG Aware USD Corporate Bond ETF worth $217K as of Q4 2025.
  • High Falls Advisors bought 191 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $4.49K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.04% of High Falls Advisors's portfolio in Q4 2025, its #136 holding.
  • High Falls Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • High Falls Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $253K in Q1 2025.
  • 301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.