OpenArc Corporate Advisory’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

OpenArc Corporate Advisory’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	$1.22M	Sell	52,667 -6,981	-12%	-$161K	0.01%	313
2026 Q1	$1.38M	Buy	59,648 +7,798	+15%	+$182K	0.02%	286
2025 Q4	$1.21M	Buy	+51,850	New	+$1.22M	0.02%	277

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OpenArc Corporate Advisory's SUSC Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 12% in Q2 2026, selling an estimated $161K and leaving 52,667 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #313.

OpenArc Corporate Advisory first reported a position in SUSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

OpenArc Corporate Advisory held 52,667 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.22M as of Q2 2026.
OpenArc Corporate Advisory sold 6,981 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $161K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #313 holding.
OpenArc Corporate Advisory first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
OpenArc Corporate Advisory's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.38M in Q1 2026.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.