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Neumann Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Neumann Capital 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
2026
Q2 		– Sell
-26,250
Closed -$607K – 97
2026
Q1 		$607K Buy
26,250
+400
+2% +$9.35K 0.18% 74
2025
Q4 		$604K Buy
25,850
+700
+3% +$16.5K 0.17% 73
2025
Q3 		$593K Sell
25,150
-1,800
-7% -$41.9K 0.17% 74
2025
Q2 		$626K Sell
26,950
-325
-1% -$7.41K 0.2% 73
2025
Q1 		$629K Buy
27,275
+400
+1% +$9.15K 0.22% 73
2024
Q4 		$611K Hold
26,875
– – 0.2% 73
2024
Q3 		$639K Buy
26,875
+480
+2% +$11.2K 0.21% 72
2024
Q2 		$600K Buy
26,395
+2,400
+10% +$54.3K 0.21% 73
2024
Q1 		$552K Buy
23,995
+700
+3% +$16.1K 0.2% 74
2023
Q4 		$542K Buy
23,295
+2,000
+9% +$44.2K 0.22% 67
2023
Q3 		$463K Hold
21,295
– – 0.2% 70
2023
Q2 		$484K Hold
21,295
– – 0.2% 70
2023
Q1 		$490K Buy
21,295
+700
+3% +$16K 0.22% 68
2022
Q4 		$459K Buy
20,595
+370
+2% +$8.18K 0.22% 70
2022
Q3 		$441K Sell
20,225
-3,700
-15% -$85.7K 0.23% 71
2022
Q2 		$554K Sell
23,925
-2,700
-10% -$64K 0.28% 63
2022
Q1 		$669K Buy
26,625
+7,400
+38% +$192K 0.28% 61
2021
Q4 		$525K Buy
19,225
+300
+2% +$8.23K 0.21% 64
2021
Q3 		$520K Buy
18,925
+3,800
+25% +$106K 0.23% 65
2021
Q2 		$419K Buy
+15,125
New +$413K 0.19% 66

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

Neumann Capital Management's SUSC Position: Q2 2026 in Review

Neumann Capital Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026, closing a stake of 26,250 shares — an estimated $607K sold.

Neumann Capital Management first reported a position in SUSC in Q2 2021 and held it in 20 quarters. The position peaked at $669K in Q1 2022. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Neumann Capital Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Neumann Capital Management sold 26,250 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $607K.
  • Neumann Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2021 and held it in 20 quarters.
  • Neumann Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $669K in Q1 2022.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.