Midwest Capital Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Midwest Capital Advisors’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	$241K	Buy	10,424 +407	+4%	+$9.51K	0.11%	49
2025 Q4	$234K	Buy	10,017 +3,331	+50%	+$78.4K	0.11%	48
2025 Q3	$158K	Buy	6,686 +73	+1%	+$1.7K	0.08%	57
2025 Q2	$154K	Hold	6,613	–	–	0.08%	56
2025 Q1	$152K	Hold	6,613	–	–	0.09%	56
2024 Q4	$150K	Buy	+6,613	New	+$153K	0.11%	58

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Midwest Capital Advisors's SUSC Position: Q1 2026 in Review

Midwest Capital Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4.1% in Q1 2026, buying an estimated $9.51K and bringing the position to 10,424 shares worth $241K. The position accounts for 0.11% of the portfolio, ranked #49.

Midwest Capital Advisors first reported a position in SUSC in Q4 2024 and has held it in 6 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

Midwest Capital Advisors held 10,424 shares of iShares ESG Aware USD Corporate Bond ETF worth $241K as of Q1 2026.
Midwest Capital Advisors bought 407 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $9.51K.
iShares ESG Aware USD Corporate Bond ETF made up 0.11% of Midwest Capital Advisors's portfolio in Q1 2026, its #49 holding.
Midwest Capital Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Midwest Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.