Midwest Capital Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Midwest Capital Advisors’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$489K	Buy	19,579 +214	+1%	+$5.35K	0.2%	36
2026 Q1	$485K	Buy	19,365 +458	+2%	+$11.5K	0.23%	36
2025 Q4	$477K	Buy	18,907 +1,972	+12%	+$49.8K	0.23%	35
2025 Q3	$429K	Buy	16,935 +186	+1%	+$4.68K	0.21%	37
2025 Q2	$422K	Sell	16,749 -387	-2%	-$9.65K	0.22%	35
2025 Q1	$428K	Buy	17,136 +18	+0.1%	+$447	0.26%	36
2024 Q4	$423K	Buy	+17,118	New	+$425K	0.31%	35

Other funds holding SUSB

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Midwest Capital Advisors's SUSB Position: Q2 2026 in Review

Midwest Capital Advisors increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 1.1% in Q2 2026, buying an estimated $5.35K and bringing the position to 19,579 shares worth $489K. The position accounts for 0.2% of the portfolio, ranked #36.

Midwest Capital Advisors first reported a position in SUSB in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Midwest Capital Advisors held 19,579 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $489K as of Q2 2026.
Midwest Capital Advisors bought 214 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $5.35K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.2% of Midwest Capital Advisors's portfolio in Q2 2026, its #36 holding.
Midwest Capital Advisors first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.