Legacy Edge Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Legacy Edge 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 Q3	$6.03M	Buy	274,716 +39,194	+17%	+$887K	0.53%	42
2026 Q2	$5.45M	Buy	235,522 +16,665	+8%	+$385K	0.5%	41
2026 Q1	$5.06M	Buy	218,857 +47,246	+28%	+$1.1M	0.53%	39
2025 Q4	$4.01M	Buy	171,611 +9,322	+6%	+$219K	0.44%	41
2025 Q3	$3.82M	Buy	162,289 +42,891	+36%	+$999K	0.45%	40
2025 Q2	$2.77M	Sell	119,398 -1,616	-1%	-$36.9K	0.37%	40
2025 Q1	$2.79M	Buy	121,014 +59,030	+95%	+$1.35M	0.44%	35
2024 Q4	$1.41M	Buy	61,984 +1,071	+2%	+$24.8K	0.22%	57
2024 Q3	$1.45M	Buy	60,913 +5,480	+10%	+$128K	0.23%	55
2024 Q2	$1.26M	Buy	55,433 +3,819	+7%	+$86.4K	0.23%	58
2024 Q1	$1.19M	Buy	51,614 +14,637	+40%	+$336K	0.25%	58
2023 Q4	$860K	Buy	+36,977	New	+$817K	0.2%	72

Other funds holding SUSC

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Legacy Edge Advisors's SUSC Position: Q3 2026 in Review

Legacy Edge Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 17% in Q3 2026, buying an estimated $887K and bringing the position to 274,716 shares worth $6.03M. The position accounts for 0.53% of the portfolio, ranked #42.

Legacy Edge Advisors first reported a position in SUSC in Q4 2023 and has held it in 12 quarters since. 263 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

Legacy Edge Advisors held 274,716 shares of iShares ESG Aware USD Corporate Bond ETF worth $6.03M as of Q3 2026.
Legacy Edge Advisors bought 39,194 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $887K.
iShares ESG Aware USD Corporate Bond ETF made up 0.53% of Legacy Edge Advisors's portfolio in Q3 2026, its #42 holding.
Legacy Edge Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
263 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.