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

Mutual 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	-48,795	Closed	-$1.13M	–	1333
2025 Q2	$1.13M	Sell	48,795 -307	-0.6%	-$7K	0.03%	458
2025 Q1	$1.13M	Sell	49,102 -17,491	-26%	-$400K	0.03%	417
2024 Q4	$1.51M	Sell	66,593 -2,877	-4%	-$66.6K	0.04%	355
2024 Q3	$1.61M	Buy	69,470 +49,798	+253%	+$1.16M	0.05%	329
2024 Q2	$453K	Buy	+19,672	New	+$445K	0.01%	741
2024 Q1	–	Sell	-9,001	Closed	-$209K	–	1130
2023 Q4	$209K	Buy	+9,001	New	+$199K	0.01%	950
2023 Q1	–	Sell	-9,657	Closed	-$215K	–	1015
2022 Q4	$215K	Sell	9,657 -1,053	-10%	-$23.3K	0.01%	848
2022 Q3	$233K	Buy	10,710 +1,020	+11%	+$23.6K	0.01%	786
2022 Q2	$224K	Buy	+9,690	New	+$230K	0.01%	761

Other funds holding SUSC

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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 $179B AUM 16.96% 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

Mutual Advisors's SUSC Position: Q3 2025 in Review

Mutual Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2025, closing a stake of 48,795 shares — an estimated $1.13M sold.

Mutual Advisors first reported a position in SUSC in Q2 2022 and held it in 9 quarters. The position peaked at $1.61M in Q3 2024. 270 funds tracked by Wall St. Rank hold SUSC as of Q3 2025.

Mutual Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Mutual Advisors sold 48,795 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2025, an estimated $1.13M.
Mutual Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2022 and held it in 9 quarters.
Mutual Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.61M in Q3 2024.
270 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.