MAI Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

MAI Capital Management’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	-5,383	Closed	-$125K	–	4414
2026 Q1	$125K	Buy	5,383 +107	+2%	+$2.5K	﹤0.01%	1726
2025 Q4	$123K	Buy	5,276 +204	+4%	+$4.8K	﹤0.01%	1534
2025 Q3	$120K	Buy	5,072 +540	+12%	+$12.6K	﹤0.01%	1486
2025 Q2	$105K	Buy	4,532 +178	+4%	+$4.06K	﹤0.01%	1460
2025 Q1	$100K	Buy	4,354 +139	+3%	+$3.18K	﹤0.01%	1408
2024 Q4	$95.8K	Buy	+4,215	New	+$97.6K	﹤0.01%	1463

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

MAI Capital Management's SUSC Position: Q2 2026 in Review

MAI Capital Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026, closing a stake of 5,383 shares — an estimated $125K sold.

MAI Capital Management first reported a position in SUSC in Q4 2024 and held it in 6 quarters. The position peaked at $125K in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

MAI Capital Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 5,383 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $125K.
MAI Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $125K in Q1 2026.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.