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McKinley Carter Wealth Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

McKinley Carter Wealth Services’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
Q1 		– Sell
-28,911
Closed -$657K – 308
2024
Q4 		$657K Buy
28,911
+2,193
+8% +$50.8K 0.04% 180
2024
Q3 		$636K Buy
26,718
+840
+3% +$19.6K 0.04% 193
2024
Q2 		$588K Sell
25,878
-244
-0.9% -$5.52K 0.04% 195
2024
Q1 		$601K Sell
26,122
-11,009
-30% -$252K 0.04% 195
2023
Q4 		$864K Buy
37,131
+2,026
+6% +$44.8K 0.06% 155
2023
Q3 		$764K Buy
35,105
+295
+0.8% +$6.58K 0.06% 165
2023
Q2 		$792K Sell
34,810
-14
-0% -$319 0.06% 167
2023
Q1 		$801K Buy
34,824
+1,052
+3% +$24K 0.06% 162
2022
Q4 		$753K Sell
33,772
-745
-2% -$16.5K 0.06% 162
2022
Q3 		$752K Sell
34,517
-2,628
-7% -$60.9K 0.07% 151
2022
Q2 		$860K Sell
37,145
-8,749
-19% -$207K 0.08% 145
2022
Q1 		$1.15M Buy
45,894
+13,514
+42% +$350K 0.09% 135
2021
Q4 		$884K Buy
32,380
+19,765
+157% +$542K 0.07% 150
2021
Q3 		$347K Buy
+12,615
New +$352K 0.03% 225

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

McKinley Carter Wealth Services's SUSC Position: Q1 2025 in Review

McKinley Carter Wealth Services sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2025, closing a stake of 28,911 shares — an estimated $657K sold.

McKinley Carter Wealth Services first reported a position in SUSC in Q3 2021 and held it in 14 quarters. The position peaked at $1.15M in Q1 2022. 265 funds tracked by Wall St. Rank hold SUSC as of Q1 2025.

  • McKinley Carter Wealth Services reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 28,911 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2025, an estimated $657K.
  • McKinley Carter Wealth Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2021 and held it in 14 quarters.
  • McKinley Carter Wealth Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.15M in Q1 2022.
  • 265 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2025, filed 15 Apr 2025.