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

MBE Wealth 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	$445K	Sell	19,209 -3,718	-16%	-$86K	0.16%	90
2026 Q1	$530K	Buy	22,927 +3,641	+19%	+$85.1K	0.22%	63
2025 Q4	$451K	Buy	19,286 +1,226	+7%	+$28.8K	0.19%	70
2025 Q3	$425K	Sell	18,060 -4,775	-21%	-$111K	0.18%	71
2025 Q2	$530K	Buy	22,835 +42	+0.2%	+$958	0.23%	55
2025 Q1	$526K	Buy	+22,793	New	+$521K	0.25%	53
2020 Q2	–	Sell	-1,405	Closed	-$36K	–	450
2020 Q1	$36K	Buy	+1,405	New	+$37.1K	0.03%	157

Other funds holding SUSC

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBE Wealth Management's SUSC Position: Q2 2026 in Review

MBE Wealth Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 16% in Q2 2026, selling an estimated $86K and leaving 19,209 shares worth $445K. The position accounts for 0.16% of the portfolio, ranked #90.

MBE Wealth Management first reported a position in SUSC in Q1 2020 and has held it in 7 quarters since. The position peaked at $530K in Q1 2026. 135 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

MBE Wealth Management held 19,209 shares of iShares ESG Aware USD Corporate Bond ETF worth $445K as of Q2 2026.
MBE Wealth Management sold 3,718 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $86K.
iShares ESG Aware USD Corporate Bond ETF made up 0.16% of MBE Wealth Management's portfolio in Q2 2026, its #90 holding.
MBE Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2020 and has held it in 7 quarters since.
MBE Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $530K in Q1 2026.
135 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.