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SUSC icon

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

NewEdge 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
2026
Q1 		$3.61M Buy
155,872
+51,498
+49% +$1.2M 0.01% 824
2025
Q4 		$2.44M Buy
104,374
+10,514
+11% +$247K 0.01% 972
2025
Q3 		$2.21M Buy
93,860
+6,763
+8% +$158K 0.01% 962
2025
Q2 		$2.02M Buy
87,097
+1,472
+2% +$33.6K 0.01% 929
2025
Q1 		$1.97M Sell
85,625
-19,417
-18% -$444K 0.01% 875
2024
Q4 		$2.39M Buy
105,042
+71,922
+217% +$1.67M 0.01% 762
2024
Q3 		$788K Sell
33,120
-14,922
-31% -$349K 0.01% 1216
2024
Q2 		$1.09M Buy
48,042
+16,705
+53% +$378K 0.01% 1026
2024
Q1 		$720K Buy
+31,337
New +$719K 0.01% 1157
2023
Q4 		– Sell
-34,560
Closed -$752K – 3873
2023
Q3 		$752K Sell
34,560
-13,282
-28% -$296K 0.01% 993
2023
Q2 		$1.09M Buy
47,842
+11,602
+32% +$264K 0.01% 823
2023
Q1 		$834K Buy
+36,240
New +$827K 0.01% 865

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewEdge Advisors's SUSC Position: Q1 2026 in Review

NewEdge Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 49% in Q1 2026, buying an estimated $1.2M and bringing the position to 155,872 shares worth $3.61M. The position accounts for 0.01% of the portfolio, ranked #824.

NewEdge Advisors first reported a position in SUSC in Q1 2023 and has held it in 12 quarters since. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • NewEdge Advisors held 155,872 shares of iShares ESG Aware USD Corporate Bond ETF worth $3.61M as of Q1 2026.
  • NewEdge Advisors bought 51,498 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $1.2M.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #824 holding.
  • NewEdge Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.