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MGO One Seven’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

MGO One Seven’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 		$1.02M Sell
44,057
-16,200
-27% -$375K 0.02% 711
2026
Q1 		$1.39M Buy
60,257
+4,733
+9% +$111K 0.03% 562
2025
Q4 		$1.3M Buy
55,524
+1,126
+2% +$26.5K 0.03% 566
2025
Q3 		$1.28M Buy
54,398
+9,682
+22% +$225K 0.03% 517
2025
Q2 		$1.04M Buy
44,716
+6,022
+16% +$137K 0.03% 504
2025
Q1 		$892K Sell
38,694
-493
-1% -$11.3K 0.03% 467
2024
Q4 		$890K Sell
39,187
-4,098
-9% -$94.9K 0.03% 462
2024
Q3 		$1.03M Buy
43,285
+1,725
+4% +$40.3K 0.04% 395
2024
Q2 		$944K Sell
41,560
-1,649
-4% -$37.3K 0.04% 394
2024
Q1 		$993K Buy
43,209
+5,557
+15% +$127K 0.05% 349
2023
Q4 		$876K Buy
+37,652
New +$832K 0.05% 356
2023
Q2 		– Sell
-19,929
Closed -$459K – 897
2023
Q1 		$459K Buy
+19,929
New +$455K 0.03% 510

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MGO One Seven's SUSC Position: Q2 2026 in Review

MGO One Seven reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 27% in Q2 2026, selling an estimated $375K and leaving 44,057 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #711.

MGO One Seven first reported a position in SUSC in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.39M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • MGO One Seven held 44,057 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.02M as of Q2 2026.
  • MGO One Seven sold 16,200 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $375K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of MGO One Seven's portfolio in Q2 2026, its #711 holding.
  • MGO One Seven first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • MGO One Seven's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.39M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.