MA Private Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

MA Private Wealth’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	$697K	Sell	30,107 -2,589	-8%	-$59.9K	0.1%	59
2026 Q1	$757K	Hold	32,696	–	–	0.13%	59
2025 Q4	$765K	Buy	32,696 +80	+0.2%	+$1.88K	0.13%	57
2025 Q3	$768K	Buy	32,616 +1,946	+6%	+$45.3K	0.13%	55
2025 Q2	$712K	Hold	30,670	–	–	0.13%	56
2025 Q1	$707K	Hold	30,670	–	–	0.13%	53
2024 Q4	$697K	Buy	30,670 +100	+0.3%	+$2.32K	0.13%	50
2024 Q3	$727K	Buy	30,570 +291	+1%	+$6.8K	0.14%	48
2024 Q2	$688K	Hold	30,279	–	–	0.14%	46
2024 Q1	$696K	Hold	30,279	–	–	0.14%	46
2023 Q4	$705K	Buy	+30,279	New	+$669K	0.15%	49
2023 Q3	–	Sell	-8,990	Closed	-$204K	–	74
2023 Q2	$204K	Hold	8,990	–	–	0.05%	69
2023 Q1	$207K	Buy	+8,990	New	+$205K	0.05%	65

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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

MA Private Wealth's SUSC Position: Q2 2026 in Review

MA Private Wealth reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 7.9% in Q2 2026, selling an estimated $59.9K and leaving 30,107 shares worth $697K. The position accounts for 0.1% of the portfolio, ranked #59.

MA Private Wealth first reported a position in SUSC in Q1 2023 and has held it in 13 quarters since. The position peaked at $768K in Q3 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

MA Private Wealth held 30,107 shares of iShares ESG Aware USD Corporate Bond ETF worth $697K as of Q2 2026.
MA Private Wealth sold 2,589 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $59.9K.
iShares ESG Aware USD Corporate Bond ETF made up 0.1% of MA Private Wealth's portfolio in Q2 2026, its #59 holding.
MA Private Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 13 quarters since.
MA Private Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $768K in Q3 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.