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Morton Brown Family Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Morton Brown Family Wealth’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 		$247K Buy
10,680
+689
+7% +$15.9K 0.06% 62
2026
Q1 		$231K Buy
9,991
+2,420
+32% +$56.6K 0.06% 60
2025
Q4 		$177K Buy
7,571
+451
+6% +$10.6K 0.05% 67
2025
Q3 		$168K Buy
7,120
+19
+0.3% +$443 0.05% 67
2025
Q2 		$165K Buy
7,101
+154
+2% +$3.51K 0.05% 64
2025
Q1 		$160K Buy
6,947
+151
+2% +$3.46K 0.05% 63
2024
Q4 		$154K Buy
6,796
+2,299
+51% +$53.2K 0.05% 65
2024
Q3 		$107K Buy
4,497
+320
+8% +$7.47K 0.04% 73
2024
Q2 		$96.1K Sell
4,177
-116
-3% -$2.63K 0.04% 75
2024
Q1 		$98.7K Buy
4,293
+1,560
+57% +$35.8K 0.04% 70
2023
Q4 		$63.6K Buy
2,733
+74
+3% +$1.64K 0.03% 86
2023
Q3 		$57.9K Buy
2,659
+208
+8% +$4.64K 0.03% 75
2023
Q2 		$55.7K Buy
2,451
+13
+0.5% +$296 0.03% 71
2023
Q1 		$56.1K Buy
2,438
+163
+7% +$3.72K 0.03% 73
2022
Q4 		$50.7K Buy
2,275
+14
+0.6% +$310 0.03% 74
2022
Q3 		$49K Hold
2,261
– – 0.04% 67
2022
Q2 		$52K Buy
2,261
+41
+2% +$972 0.04% 65
2022
Q1 		$56K Buy
2,220
+60
+3% +$1.55K 0.04% 66
2021
Q4 		$59K Buy
+2,160
New +$59.3K 0.05% 69

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

Morton Brown Family Wealth's SUSC Position: Q2 2026 in Review

Morton Brown Family Wealth increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 6.9% in Q2 2026, buying an estimated $15.9K and bringing the position to 10,680 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #62.

Morton Brown Family Wealth first reported a position in SUSC in Q4 2021 and has held it in 19 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Morton Brown Family Wealth held 10,680 shares of iShares ESG Aware USD Corporate Bond ETF worth $247K as of Q2 2026.
  • Morton Brown Family Wealth bought 689 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $15.9K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.06% of Morton Brown Family Wealth's portfolio in Q2 2026, its #62 holding.
  • Morton Brown Family Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.