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

LVW 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 		– Sell
-9,463
Closed -$219K – 496
2026
Q1 		$219K Buy
9,463
+636
+7% +$14.9K 0.02% 393
2025
Q4 		$206K Buy
+8,827
New +$208K 0.02% 326

Other funds holding SUSC

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LVW Advisors's SUSC Position: Q2 2026 in Review

LVW Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026, closing a stake of 9,463 shares — an estimated $219K sold.

LVW Advisors first reported a position in SUSC in Q4 2025 and held it in 2 quarters. The position peaked at $219K in Q1 2026. 143 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • LVW Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 9,463 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $219K.
  • LVW Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • LVW Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $219K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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