Merit Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Merit Financial Group’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	$2.52M	Sell	108,907 -18,488	-15%	-$428K	0.02%	653
2026 Q1	$2.95M	Buy	127,395 +26,357	+26%	+$616K	0.02%	544
2025 Q4	$2.36M	Buy	101,038 +20,275	+25%	+$477K	0.02%	580
2025 Q3	$1.9M	Buy	80,763 +20,934	+35%	+$488K	0.02%	593
2025 Q2	$1.39M	Buy	59,829 +20,513	+52%	+$468K	0.02%	645
2025 Q1	$907K	Buy	+39,316	New	+$900K	0.01%	692

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

Merit Financial Group's SUSC Position: Q2 2026 in Review

Merit Financial Group reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 15% in Q2 2026, selling an estimated $428K and leaving 108,907 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #653.

Merit Financial Group first reported a position in SUSC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.95M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Merit Financial Group held 108,907 shares of iShares ESG Aware USD Corporate Bond ETF worth $2.52M as of Q2 2026.
Merit Financial Group sold 18,488 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $428K.
iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #653 holding.
Merit Financial Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $2.95M in Q1 2026.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.