Marshall & Sterling Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Marshall & Sterling Wealth 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	$58.4K	Buy	2,522 +111	+5%	+$2.57K	0.03%	142
2026 Q1	$55.8K	Buy	2,411 +115	+5%	+$2.69K	0.04%	138
2025 Q4	$53.7K	Buy	2,296 +74	+3%	+$1.74K	0.04%	137
2025 Q3	$52.2K	Buy	2,222 +55	+3%	+$1.28K	0.03%	168
2025 Q2	$50.2K	Buy	2,167 +285	+15%	+$6.5K	0.03%	160
2025 Q1	$43.4K	Buy	1,882 +225	+14%	+$5.15K	0.03%	170
2024 Q4	$37.6K	Buy	+1,657	New	+$38.4K	0.03%	149

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

Marshall & Sterling Wealth Advisors's SUSC Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4.6% in Q2 2026, buying an estimated $2.57K and bringing the position to 2,522 shares worth $58.4K. The position accounts for 0.03% of the portfolio, ranked #142.

Marshall & Sterling Wealth Advisors first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Marshall & Sterling Wealth Advisors held 2,522 shares of iShares ESG Aware USD Corporate Bond ETF worth $58.4K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 111 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $2.57K.
iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #142 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.