LRWA
SUSC icon

Long Run Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Long Run Wealth 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
2025
Q4 		$3.67M Buy
156,770
+3,030
+2% +$71.3K 0.69% 40
2025
Q3 		$3.62M Buy
153,740
+8,932
+6% +$208K 0.71% 40
2025
Q2 		$3.36M Buy
144,808
+1,757
+1% +$40.1K 0.71% 41
2025
Q1 		$3.3M Sell
143,051
-16,826
-11% -$385K 0.75% 41
2024
Q4 		$3.63M Buy
159,877
+15,336
+11% +$355K 0.87% 36
2024
Q3 		$3.44M Buy
144,541
+63,446
+78% +$1.48M 0.81% 40
2024
Q2 		$1.84M Buy
81,095
+648
+0.8% +$14.7K 0.47% 48
2024
Q1 		$1.85M Sell
80,447
-4,245
-5% -$97.4K 0.49% 45
2023
Q4 		$1.97M Sell
84,692
-253
-0.3% -$5.59K 0.57% 43
2023
Q3 		$1.85M Sell
84,945
-2,894
-3% -$64.6K 0.6% 43
2023
Q2 		$2M Sell
87,839
-2,373
-3% -$54K 0.64% 43
2023
Q1 		$2.08M Sell
90,212
-55,169
-38% -$1.26M 0.71% 40
2022
Q4 		$3.24M Buy
145,381
+25,277
+21% +$559K 1.17% 26
2022
Q3 		$2.62M Buy
120,104
+7,128
+6% +$165K 1.04% 28
2022
Q2 		$2.62M Buy
112,976
+3,651
+3% +$86.5K 1.01% 27
2022
Q1 		$2.74M Buy
109,325
+12,558
+13% +$325K 0.96% 31
2021
Q4 		$2.64M Buy
+96,767
New +$2.66M 0.92% 31

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Long Run Wealth Advisors's SUSC Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2% in Q4 2025, buying an estimated $71.3K and bringing the position to 156,770 shares worth $3.67M. The position accounts for 0.69% of the portfolio, ranked #40.

Long Run Wealth Advisors first reported a position in SUSC in Q4 2021 and has held it in 17 quarters since. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

  • Long Run Wealth Advisors held 156,770 shares of iShares ESG Aware USD Corporate Bond ETF worth $3.67M as of Q4 2025.
  • Long Run Wealth Advisors bought 3,030 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $71.3K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.69% of Long Run Wealth Advisors's portfolio in Q4 2025, its #40 holding.
  • Long Run Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.