JWA
SUSC icon

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

JFS 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
2026
Q2 		$198K Sell
8,560
-3,454
-29% -$79.9K 0.01% 338
2026
Q1 		$278K Buy
12,014
+277
+2% +$6.47K 0.02% 286
2025
Q4 		$274K Buy
11,737
+18
+0.2% +$423 0.02% 286
2025
Q3 		$276K Buy
11,719
+1,521
+15% +$35.4K 0.02% 289
2025
Q2 		$237K Buy
10,198
+838
+9% +$19.1K 0.02% 282
2025
Q1 		$216K Sell
9,360
-164
-2% -$3.75K 0.01% 297
2024
Q4 		$216K Buy
9,524
+970
+11% +$22.5K 0.01% 280
2024
Q3 		$204K Sell
8,554
-255
-3% -$5.96K 0.01% 287
2024
Q2 		$200K Buy
8,809
+611
+7% +$13.8K 0.02% 246
2024
Q1 		$188K Buy
8,198
+1,245
+18% +$28.6K 0.02% 247
2023
Q4 		$162K Buy
+6,953
New +$154K 0.01% 251

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

JFS Wealth Advisors's SUSC Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 29% in Q2 2026, selling an estimated $79.9K and leaving 8,560 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #338.

JFS Wealth Advisors first reported a position in SUSC in Q4 2023 and has held it in 11 quarters since. The position peaked at $278K in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • JFS Wealth Advisors held 8,560 shares of iShares ESG Aware USD Corporate Bond ETF worth $198K as of Q2 2026.
  • JFS Wealth Advisors sold 3,454 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $79.9K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #338 holding.
  • JFS Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • JFS Wealth Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $278K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.