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Marshall Financial Group (Maryland)’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-10,385
Closed -$245K – 308
2025
Q3 		$245K Sell
10,385
-584
-5% -$13.6K 0.05% 229
2025
Q2 		$253K Buy
10,969
+605
+6% +$13.8K 0.05% 225
2025
Q1 		$239K Sell
10,364
-1,082
-9% -$24.8K 0.05% 212
2024
Q4 		$260K Sell
11,446
-3,840
-25% -$88.9K 0.06% 195
2024
Q3 		$364K Buy
15,286
+221
+1% +$5.16K 0.09% 167
2024
Q2 		$342K Sell
15,065
-123
-0.8% -$2.78K 0.1% 143
2024
Q1 		$349K Buy
15,188
+1,487
+11% +$34.1K 0.1% 139
2023
Q4 		$319K Sell
13,701
-3,670
-21% -$81.1K 0.1% 146
2023
Q3 		$378K Sell
17,371
-67
-0.4% -$1.49K 0.14% 135
2023
Q2 		$397K Buy
17,438
+800
+5% +$18.2K 0.14% 134
2023
Q1 		$383K Buy
16,638
+885
+6% +$20.2K 0.14% 139
2022
Q4 		$351K Sell
15,753
-4,966
-24% -$110K 0.14% 135
2022
Q3 		$451K Sell
20,719
-7
-0% -$162 0.19% 132
2022
Q2 		$480K Buy
20,726
+7,924
+62% +$188K 0.19% 135
2022
Q1 		$322K Buy
12,802
+5
+0% +$129 0.13% 164
2021
Q4 		$349K Buy
12,797
+914
+8% +$25.1K 0.13% 167
2021
Q3 		$327K Buy
11,883
+940
+9% +$26.2K 0.17% 145
2021
Q2 		$303K Buy
10,943
+1,332
+14% +$36.3K 0.16% 151
2021
Q1 		$259K Buy
9,611
+855
+10% +$23.5K 0.15% 119
2020
Q4 		$248K Buy
+8,756
New +$245K 0.16% 112

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SUSC Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2025, closing a stake of 10,385 shares — an estimated $245K sold.

Marshall Financial Group (Maryland) first reported a position in SUSC in Q4 2020 and held it in 20 quarters. The position peaked at $480K in Q2 2022. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

  • Marshall Financial Group (Maryland) reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 10,385 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $245K.
  • Marshall Financial Group (Maryland) first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and held it in 20 quarters.
  • Marshall Financial Group (Maryland)'s iShares ESG Aware USD Corporate Bond ETF position peaked at $480K in Q2 2022.
  • 301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.