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	$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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Legacy Edge Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 7.6% in Q2 2026, buying an estimated $385K and bringing the position to 235,522 shares worth $5.45M. The position accounts for 0.5% of the portfolio, ranked #41.

Legacy Edge Advisors first reported a position in SUSC in Q4 2023 and has held it in 11 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Legacy Edge Advisors held 235,522 shares of iShares ESG Aware USD Corporate Bond ETF worth $5.45M as of Q2 2026.
Legacy Edge Advisors bought 16,665 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $385K.
iShares ESG Aware USD Corporate Bond ETF made up 0.5% of Legacy Edge Advisors's portfolio in Q2 2026, its #41 holding.
Legacy Edge Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
305 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.