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Millstone Evans Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Millstone Evans Group’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 		$74.3K Hold
3,209
– – 0.04% 272
2026
Q1 		$74.2K Hold
3,209
– – 0.04% 266
2025
Q4 		$75K Buy
+3,209
New +$75.5K 0.04% 266

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

Millstone Evans Group's SUSC Position: Q2 2026 in Review

Millstone Evans Group held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 3,209 shares worth $74.3K. The position accounts for 0.04% of the portfolio, ranked #272.

Millstone Evans Group first reported a position in SUSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $75K in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Millstone Evans Group held 3,209 shares of iShares ESG Aware USD Corporate Bond ETF worth $74.3K as of Q2 2026.
  • Millstone Evans Group left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.04% of Millstone Evans Group's portfolio in Q2 2026, its #272 holding.
  • Millstone Evans Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Millstone Evans Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $75K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.