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

One Wealth 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	$655K	Sell	28,287 -3,025	-10%	-$70K	0.18%	83
2026 Q1	$727K	Buy	31,312 +425	+1%	+$9.93K	0.32%	44
2025 Q4	$722K	Sell	30,887 -6,079	-16%	-$143K	0.31%	47
2025 Q3	$871K	Buy	36,966 +1,682	+5%	+$39.2K	0.39%	41
2025 Q2	$820K	Buy	35,284 +6,411	+22%	+$146K	0.38%	43
2025 Q1	$666K	Buy	28,873 +548	+2%	+$12.5K	0.36%	48
2024 Q4	$644K	Buy	+28,325	New	+$656K	0.33%	49

Other funds holding SUSC

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

One Wealth Capital Management's SUSC Position: Q2 2026 in Review

One Wealth Capital Management reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 9.7% in Q2 2026, selling an estimated $70K and leaving 28,287 shares worth $655K. The position accounts for 0.18% of the portfolio, ranked #83.

One Wealth Capital Management first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $871K in Q3 2025. 143 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

One Wealth Capital Management held 28,287 shares of iShares ESG Aware USD Corporate Bond ETF worth $655K as of Q2 2026.
One Wealth Capital Management sold 3,025 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $70K.
iShares ESG Aware USD Corporate Bond ETF made up 0.18% of One Wealth Capital Management's portfolio in Q2 2026, its #83 holding.
One Wealth Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
One Wealth Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $871K in Q3 2025.
143 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.