Milestone Investment Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Milestone Investment 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	$69.5K	Hold	3,000	–	–	0.02%	113
2026 Q1	$69.4K	Hold	3,000	–	–	0.02%	107
2025 Q4	$70.2K	Hold	3,000	–	–	0.02%	105
2025 Q3	$70.7K	Hold	3,000	–	–	0.02%	99
2025 Q2	$69.7K	Hold	3,000	–	–	0.02%	98
2025 Q1	$69.2K	Hold	3,000	–	–	0.02%	99
2024 Q4	$68.2K	Hold	3,000	–	–	0.02%	101
2024 Q3	$71.4K	Hold	3,000	–	–	0.02%	99
2024 Q2	$68.2K	Hold	3,000	–	–	0.02%	98
2024 Q1	$69K	Hold	3,000	–	–	0.02%	95
2023 Q4	$69.8K	Buy	+3,000	New	+$66.3K	0.02%	90

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

Milestone Investment Advisors's SUSC Position: Q2 2026 in Review

Milestone Investment Advisors held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 3,000 shares worth $69.5K. The position accounts for 0.02% of the portfolio, ranked #113.

Milestone Investment Advisors first reported a position in SUSC in Q4 2023 and has held it in 11 quarters since. The position peaked at $71.4K in Q3 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Milestone Investment Advisors held 3,000 shares of iShares ESG Aware USD Corporate Bond ETF worth $69.5K as of Q2 2026.
Milestone Investment Advisors left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.02% of Milestone Investment Advisors's portfolio in Q2 2026, its #113 holding.
Milestone Investment Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Milestone Investment Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $71.4K in Q3 2024.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.