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McGinn Penninger Investment Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

McGinn Penninger Investment 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
2025
Q2 		– Sell
-21,293
Closed -$491K – 43
2025
Q1 		$491K Buy
+21,293
New +$487K 0.32% 35

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 $1.56T AUM 27.86% 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 $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

McGinn Penninger Investment Management's SUSC Position: Q2 2025 in Review

McGinn Penninger Investment Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2025, closing a stake of 21,293 shares — an estimated $491K sold.

McGinn Penninger Investment Management first reported a position in SUSC in Q1 2025 and held it in 1 quarter. The position peaked at $491K in Q1 2025. 257 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

  • McGinn Penninger Investment Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • McGinn Penninger Investment Management sold 21,293 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2025, an estimated $491K.
  • McGinn Penninger Investment Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • McGinn Penninger Investment Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $491K in Q1 2025.
  • 257 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on McGinn Penninger Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.