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SUSC icon

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

IMPACTfolio’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 		$14.3M Buy
617,579
+14,182
+2% +$328K 5.38% 6
2026
Q1 		$14M Buy
603,397
+30,597
+5% +$715K 5.93% 6
2025
Q4 		$13.4M Buy
572,800
+68,685
+14% +$1.62M 5.63% 6
2025
Q3 		$11.9M Buy
504,115
+38,222
+8% +$890K 5.12% 6
2025
Q2 		$10.8M Buy
465,893
+17,611
+4% +$402K 5.13% 6
2025
Q1 		$10.3M Buy
448,282
+39,394
+10% +$901K 5.43% 6
2024
Q4 		$9.29M Buy
408,888
+21,371
+6% +$495K 4.82% 6
2024
Q3 		$9.22M Buy
387,517
+7,824
+2% +$183K 4.76% 6
2024
Q2 		$8.63M Buy
379,693
+36,266
+11% +$821K 4.83% 6
2024
Q1 		$7.9M Buy
343,427
+21,027
+7% +$482K 4.77% 6
2023
Q4 		$7.5M Sell
322,400
-5,870
-2% -$130K 4.88% 8
2023
Q3 		$7.14M Buy
328,270
+15,474
+5% +$345K 5.15% 8
2023
Q2 		$7.11M Sell
312,796
-6,116
-2% -$139K 5.65% 7
2023
Q1 		$7.34M Buy
318,912
+11,068
+4% +$253K 6.14% 7
2022
Q4 		$6.86M Sell
307,844
-4,991
-2% -$110K 6.36% 7
2022
Q3 		$6.81M Buy
312,835
+56
+0% +$1.3K 6.65% 6
2022
Q2 		$7.24M Buy
312,779
+27,708
+10% +$657K 6.83% 6
2022
Q1 		$7.16M Buy
285,071
+14,952
+6% +$387K 5.33% 7
2021
Q4 		$7.37M Buy
+270,119
New +$7.41M 6.46% 7

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IMPACTfolio's SUSC Position: Q2 2026 in Review

IMPACTfolio increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2.4% in Q2 2026, buying an estimated $328K and bringing the position to 617,579 shares worth $14.3M. The position accounts for 5.38% of the portfolio, ranked #6.

IMPACTfolio first reported a position in SUSC in Q4 2021 and has held it in 19 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • IMPACTfolio held 617,579 shares of iShares ESG Aware USD Corporate Bond ETF worth $14.3M as of Q2 2026.
  • IMPACTfolio bought 14,182 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $328K.
  • iShares ESG Aware USD Corporate Bond ETF made up 5.38% of IMPACTfolio's portfolio in Q2 2026, its #6 holding.
  • IMPACTfolio first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on IMPACTfolio's 13F filing for Q2 2026, filed 22 Jul 2026.