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Integrated Wealth Concepts’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Integrated Wealth Concepts’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 		$1.3M Sell
56,259
-9,040
-14% -$209K 0.01% 1052
2026
Q1 		$1.51M Buy
65,299
+29,504
+82% +$690K 0.01% 890
2025
Q4 		$837K Buy
35,795
+1,958
+6% +$46.1K 0.01% 850
2025
Q3 		$797K Sell
33,837
-6,293
-16% -$147K 0.01% 1106
2025
Q2 		$932K Buy
40,130
+10,758
+37% +$245K 0.01% 963
2025
Q1 		$677K Buy
29,372
+455
+2% +$10.4K 0.01% 1011
2024
Q4 		$657K Sell
28,917
-32,807
-53% -$760K 0.01% 1002
2024
Q3 		$1.47M Buy
61,724
+7,412
+14% +$173K 0.02% 653
2024
Q2 		$1.23M Buy
54,312
+17
+0% +$385 0.02% 667
2024
Q1 		$1.25M Buy
54,295
+7,181
+15% +$165K 0.02% 673
2023
Q4 		$1.1M Buy
47,114
+13,249
+39% +$293K 0.02% 694
2023
Q3 		$737K Buy
33,865
+19,017
+128% +$424K 0.01% 819
2023
Q2 		$338K Buy
+14,848
New +$338K 0.01% 1169
2022
Q3 		– Sell
-15,323
Closed -$355K – 1014
2022
Q2 		$355K Buy
+15,323
New +$363K 0.01% 707

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Integrated Wealth Concepts's SUSC Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 14% in Q2 2026, selling an estimated $209K and leaving 56,259 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #1052.

Integrated Wealth Concepts first reported a position in SUSC in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.51M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Integrated Wealth Concepts held 56,259 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.3M as of Q2 2026.
  • Integrated Wealth Concepts sold 9,040 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $209K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1052 holding.
  • Integrated Wealth Concepts first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.51M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.