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

Mount Yale 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
2025 Q3	–	Sell	-3,110	Closed	-$72.2K	–	1496
2025 Q2	$72.2K	Buy	+3,110	New	+$70.9K	0.01%	718
2024 Q4	–	Sell	-13,097	Closed	-$312K	–	610
2024 Q3	$312K	Sell	13,097 -1,172	-8%	-$27.4K	0.03%	420
2024 Q2	$324K	Buy	14,269 +339	+2%	+$7.67K	0.03%	419
2024 Q1	$320K	Buy	13,930 +2,593	+23%	+$59.5K	0.02%	436
2023 Q4	$264K	Buy	11,337 +730	+7%	+$16.1K	0.03%	442
2023 Q3	$231K	Sell	10,607 -275	-3%	-$6.13K	0.03%	449
2023 Q2	$247K	Buy	+10,882	New	+$248K	0.03%	427

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 19.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mount Yale Investment Advisors's SUSC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2025, closing a stake of 3,110 shares — an estimated $72.2K sold.

Mount Yale Investment Advisors first reported a position in SUSC in Q2 2023 and held it in 7 quarters. The position peaked at $324K in Q2 2024. 269 funds tracked by Wall St. Rank hold SUSC as of Q3 2025.

Mount Yale Investment Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 3,110 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2025, an estimated $72.2K.
Mount Yale Investment Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
Mount Yale Investment Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $324K in Q2 2024.
269 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.