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Key Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Key Capital Management’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 		$3.59K Sell
155
-67
-30% -$1.55K ﹤0.01% 483
2026
Q1 		$5.14K Buy
222
+7
+3% +$164 ﹤0.01% 378
2025
Q4 		$5.03K Buy
+215
New +$5.06K 0.01% 317

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
AFC
Avise Financial Cooperative Los Angeles, California $141M AUM

Key Capital Management's SUSC Position: Q2 2026 in Review

Key Capital Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 30% in Q2 2026, selling an estimated $1.55K and leaving 155 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Key Capital Management first reported a position in SUSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.14K in Q1 2026. 185 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Key Capital Management held 155 shares of iShares ESG Aware USD Corporate Bond ETF worth $3.59K as of Q2 2026.
  • Key Capital Management sold 67 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $1.55K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #483 holding.
  • Key Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $5.14K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.