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

Maia 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 		$355K Buy
15,317
+488
+3% +$11.3K 0.05% 264
2026
Q1 		$343K Buy
14,829
+59
+0.4% +$1.38K 0.06% 273
2025
Q4 		$348K Sell
14,770
-8,195
-36% -$193K 0.06% 262
2025
Q3 		$538K Buy
22,965
+5,006
+28% +$117K 0.09% 203
2025
Q2 		$417K Buy
17,959
+3,202
+22% +$73K 0.08% 215
2025
Q1 		$333K Sell
14,757
-1,906
-11% -$43.6K 0.08% 219
2024
Q4 		$382K Buy
16,663
+1,005
+6% +$23.3K 0.08% 194
2024
Q3 		$363K Buy
15,658
+640
+4% +$14.9K 0.09% 174
2024
Q2 		$345K Buy
+15,018
New +$340K 0.1% 146
2023
Q4 		$241K Buy
+10,375
New +$229K 0.1% 164

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Maia Wealth's SUSC Position: Q2 2026 in Review

Maia Wealth increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 3.3% in Q2 2026, buying an estimated $11.3K and bringing the position to 15,317 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #264.

Maia Wealth first reported a position in SUSC in Q4 2023 and has held it in 10 quarters since. The position peaked at $538K in Q3 2025. 119 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Maia Wealth held 15,317 shares of iShares ESG Aware USD Corporate Bond ETF worth $355K as of Q2 2026.
  • Maia Wealth bought 488 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $11.3K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #264 holding.
  • Maia Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $538K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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