McIlrath & Eck’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

McIlrath & Eck’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 Q1	$659K	Buy	28,483 +643	+2%	+$15K	0.05%	120
2025 Q4	$651K	Buy	27,840 +11,231	+68%	+$264K	0.06%	79
2025 Q3	$391K	Buy	16,609 +16,456	+10,756%	+$383K	0.04%	100
2025 Q2	$3.55K	Hold	153	–	–	﹤0.01%	771
2025 Q1	$3.53K	Hold	153	–	–	﹤0.01%	772
2024 Q4	$3.48K	Hold	153	–	–	﹤0.01%	808
2024 Q3	$3.64K	Hold	153	–	–	﹤0.01%	797
2024 Q2	$3.48K	Buy	+153	New	+$3.46K	﹤0.01%	771

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 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

McIlrath & Eck's SUSC Position: Q1 2026 in Review

McIlrath & Eck increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2.3% in Q1 2026, buying an estimated $15K and bringing the position to 28,483 shares worth $659K. The position accounts for 0.05% of the portfolio, ranked #120.

McIlrath & Eck first reported a position in SUSC in Q2 2024 and has held it in 8 quarters since. 299 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

McIlrath & Eck held 28,483 shares of iShares ESG Aware USD Corporate Bond ETF worth $659K as of Q1 2026.
McIlrath & Eck bought 643 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $15K.
iShares ESG Aware USD Corporate Bond ETF made up 0.05% of McIlrath & Eck's portfolio in Q1 2026, its #120 holding.
McIlrath & Eck first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
299 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.