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

LexAurum 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 		$604K Buy
26,098
+3,806
+17% +$88K 0.07% 216
2026
Q1 		$516K Buy
+22,292
New +$521K 0.07% 222
2025
Q3 		$356K Buy
15,115
+546
+4% +$12.7K 0.05% 265
2025
Q2 		$338K Sell
14,569
-180
-1% -$4.11K 0.05% 251
2025
Q1 		$340K Sell
14,749
-598
-4% -$13.7K 0.07% 246
2024
Q4 		$349K Sell
15,347
-304
-2% -$7.04K 0.07% 241
2024
Q3 		$372K Sell
15,651
-6,616
-30% -$155K 0.08% 208
2024
Q2 		$506K Buy
22,267
+2,986
+15% +$67.6K 0.12% 157
2024
Q1 		$443K Buy
19,281
+1,067
+6% +$24.5K 0.11% 168
2023
Q4 		$424K Buy
18,214
+690
+4% +$15.3K 0.11% 172
2023
Q3 		$381K Buy
17,524
+598
+4% +$13.3K 0.11% 177
2023
Q2 		$385K Buy
16,926
+2,886
+21% +$65.7K 0.12% 163
2023
Q1 		$323K Sell
14,040
-162
-1% -$3.7K 0.11% 177
2022
Q4 		$317K Buy
14,202
+1,337
+10% +$29.6K 0.11% 175
2022
Q3 		$280K Buy
12,865
+3,137
+32% +$72.7K 0.11% 183
2022
Q2 		$225K Buy
9,728
+25
+0.3% +$593 0.08% 216
2022
Q1 		$244K Buy
+9,703
New +$251K 0.08% 219

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
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 19.34% 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

LexAurum Advisors's SUSC Position: Q2 2026 in Review

LexAurum Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 17% in Q2 2026, buying an estimated $88K and bringing the position to 26,098 shares worth $604K. The position accounts for 0.07% of the portfolio, ranked #216.

LexAurum Advisors first reported a position in SUSC in Q1 2022 and has held it in 17 quarters since. 304 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • LexAurum Advisors held 26,098 shares of iShares ESG Aware USD Corporate Bond ETF worth $604K as of Q2 2026.
  • LexAurum Advisors bought 3,806 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $88K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.07% of LexAurum Advisors's portfolio in Q2 2026, its #216 holding.
  • LexAurum Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.