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

One Wealth 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
Q2 		$6.82M Sell
294,788
-23,756
-7% -$549K 0.75% 36
2026
Q1 		$7.37M Buy
318,544
+3,399
+1% +$79.5K 0.92% 32
2025
Q4 		$7.37M Sell
315,145
-7,735
-2% -$182K 0.9% 33
2025
Q3 		$7.61M Buy
322,880
+19,137
+6% +$446K 0.95% 28
2025
Q2 		$7.06M Buy
303,743
+36,381
+14% +$830K 0.98% 28
2025
Q1 		$6.17M Sell
267,362
-19,125
-7% -$438K 0.92% 27
2024
Q4 		$6.51M Sell
286,487
-29,965
-9% -$694K 0.97% 26
2024
Q3 		$7.53M Buy
+316,452
New +$7.39M 1.16% 23
2024
Q2 		– Sell
-326,221
Closed -$7.5M – 266
2024
Q1 		$7.5M Buy
326,221
+42,607
+15% +$977K 1.31% 23
2023
Q4 		$6.6M Buy
283,614
+28,975
+11% +$640K 1.27% 22
2023
Q3 		$5.54M Buy
254,639
+73,569
+41% +$1.64M 1.23% 23
2023
Q2 		$4.12M Buy
181,070
+15,596
+9% +$355K 0.87% 29
2023
Q1 		$3.81M Buy
165,474
+52,283
+46% +$1.19M 0.88% 28
2022
Q4 		$2.52M Buy
+113,191
New +$2.5M 0.58% 36
2022
Q3 		– Sell
-176,009
Closed -$4.08M – 210
2022
Q2 		$4.08M Buy
176,009
+124,158
+239% +$2.94M 1.09% 26
2022
Q1 		$1.3M Buy
+51,851
New +$1.34M 0.32% 48
2021
Q2 		– Sell
-46,591
Closed -$1.25M – 186
2021
Q1 		$1.25M Buy
46,591
+17,594
+61% +$484K 0.48% 24
2020
Q4 		$822K Buy
+28,997
New +$811K 0.45% 20

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

One Wealth Advisors's SUSC Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 7.5% in Q2 2026, selling an estimated $549K and leaving 294,788 shares worth $6.82M. The position accounts for 0.75% of the portfolio, ranked #36.

One Wealth Advisors first reported a position in SUSC in Q4 2020 and has held it in 18 quarters since. The position peaked at $7.61M in Q3 2025. 304 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • One Wealth Advisors held 294,788 shares of iShares ESG Aware USD Corporate Bond ETF worth $6.82M as of Q2 2026.
  • One Wealth Advisors sold 23,756 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $549K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.75% of One Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • One Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • One Wealth Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $7.61M in Q3 2025.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.