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

My Legacy 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 Q2	$243K	Sell	10,521 -1,698	-14%	-$38.7K	0.09%	194
2025 Q1	$282K	Sell	12,219 -60	-0.5%	-$1.37K	0.11%	180
2024 Q4	$278K	Sell	12,279 -3,000	-20%	-$69.5K	0.11%	176
2024 Q3	$363K	Buy	15,279 +165	+1%	+$3.85K	0.14%	161
2024 Q2	$343K	Buy	15,114 +3,631	+32%	+$82.2K	0.11%	181
2024 Q1	$264K	Buy	11,483 +2,114	+23%	+$48.5K	0.09%	197
2023 Q4	$217K	Buy	+9,369	New	+$207K	0.08%	199
2023 Q1	–	Sell	-12,492	Closed	-$290K	–	213
2022 Q4	$290K	Buy	+12,492	New	+$276K	0.12%	184

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

My Legacy Advisors's SUSC Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 14% in Q2 2025, selling an estimated $38.7K and leaving 10,521 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #194.

My Legacy Advisors first reported a position in SUSC in Q4 2022 and has held it in 8 quarters since. The position peaked at $363K in Q3 2024. 257 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

My Legacy Advisors held 10,521 shares of iShares ESG Aware USD Corporate Bond ETF worth $243K as of Q2 2025.
My Legacy Advisors sold 1,698 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2025, an estimated $38.7K.
iShares ESG Aware USD Corporate Bond ETF made up 0.09% of My Legacy Advisors's portfolio in Q2 2025, its #194 holding.
My Legacy Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and has held it in 8 quarters since.
My Legacy Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $363K in Q3 2024.
257 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.