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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
Q2 		$2.77M Sell
119,398
-99,459
-45% -$2.3M 0.37% 40
2026
Q1 		$5.06M Buy
218,857
+47,246
+28% +$1.1M 0.53% 39
2025
Q4 		$4.01M Buy
+171,611
New +$4.04M 0.44% 41

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Legacy Edge Advisors's SUSC Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 45% in Q2 2026, selling an estimated $2.3M and leaving 119,398 shares worth $2.77M. The position accounts for 0.37% of the portfolio, ranked #40.

Legacy Edge Advisors first reported a position in SUSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.06M in Q1 2026. 211 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Legacy Edge Advisors held 119,398 shares of iShares ESG Aware USD Corporate Bond ETF worth $2.77M as of Q2 2026.
  • Legacy Edge Advisors sold 99,459 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $2.3M.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.37% of Legacy Edge Advisors's portfolio in Q2 2026, its #40 holding.
  • Legacy Edge Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $5.06M in Q1 2026.
  • 211 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.