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 Q2	$244K	Buy	10,544 +120	+1%	+$2.77K	0.1%	54
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 $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

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

Midwest Capital Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.2% in Q2 2026, buying an estimated $2.77K and bringing the position to 10,544 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #54.

Midwest Capital Advisors first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Midwest Capital Advisors held 10,544 shares of iShares ESG Aware USD Corporate Bond ETF worth $244K as of Q2 2026.
Midwest Capital Advisors bought 120 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $2.77K.
iShares ESG Aware USD Corporate Bond ETF made up 0.1% of Midwest Capital Advisors's portfolio in Q2 2026, its #54 holding.
Midwest Capital Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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