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Legacy Wealth Management (Idaho)’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-2,317
Closed -$53.6K – 867
2026
Q1 		$53.6K Buy
2,317
+227
+11% +$5.31K 0.03% 254
2025
Q4 		$48.9K Buy
+2,090
New +$49.2K 0.02% 219

Other funds holding SUSC

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Wealthfront Advisers
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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 19.28% 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

Legacy Wealth Management (Idaho)'s SUSC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026, closing a stake of 2,317 shares — an estimated $53.6K sold.

Legacy Wealth Management (Idaho) first reported a position in SUSC in Q4 2025 and held it in 2 quarters. The position peaked at $53.6K in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2,317 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $53.6K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s iShares ESG Aware USD Corporate Bond ETF position peaked at $53.6K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.