Modera Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Modera Wealth Management’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
2025 Q4	–	Sell	-11,494	Closed	-$271K	–	666
2025 Q3	$271K	Hold	11,494	–	–	﹤0.01%	561
2025 Q2	$267K	Hold	11,494	–	–	﹤0.01%	557
2025 Q1	$265K	Buy	11,494 +37	+0.3%	+$847	﹤0.01%	532
2024 Q4	$260K	Hold	11,457	–	–	﹤0.01%	538
2024 Q3	$273K	Buy	11,457 +354	+3%	+$8.27K	﹤0.01%	507
2024 Q2	$252K	Sell	11,103 -4,243	-28%	-$96K	﹤0.01%	502
2024 Q1	$353K	Buy	15,346 +341	+2%	+$7.82K	0.01%	449
2023 Q4	$349K	Buy	15,005 +63	+0.4%	+$1.39K	0.01%	441
2023 Q3	$325K	Sell	14,942 -34	-0.2%	-$758	0.01%	437
2023 Q2	$341K	Buy	+14,976	New	+$341K	0.01%	448

Other funds holding SUSC

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Modera Wealth Management's SUSC Position: Q4 2025 in Review

Modera Wealth Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2025, closing a stake of 11,494 shares — an estimated $271K sold.

Modera Wealth Management first reported a position in SUSC in Q2 2023 and held it in 10 quarters. The position peaked at $353K in Q1 2024. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

Modera Wealth Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Modera Wealth Management sold 11,494 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $271K.
Modera Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2023 and held it in 10 quarters.
Modera Wealth Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $353K in Q1 2024.
301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on Modera Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.