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ORG Partners’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

ORG Partners’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
2025
Q1 		– Sell
-2,485
Closed -$56.5K – 1586
2024
Q4 		$56.5K Buy
2,485
+127
+5% +$2.94K 0.01% 529
2024
Q3 		$56.1K Hold
2,358
– – 0.01% 491
2024
Q2 		$53.1K Buy
+2,358
New +$53.4K 0.01% 769
2024
Q1 		– Sell
-2,346
Closed -$54.6K – 1037
2023
Q4 		$54.6K Buy
2,346
+665
+40% +$14.7K 0.01% 503
2023
Q3 		$36.6K Sell
1,681
-474
-22% -$10.6K 0.01% 579
2023
Q2 		$48.8K Buy
+2,155
New +$49.1K 0.01% 669

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

ORG Partners's SUSC Position: Q1 2025 in Review

ORG Partners sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2025, closing a stake of 2,485 shares — an estimated $56.5K sold.

ORG Partners first reported a position in SUSC in Q2 2023 and held it in 6 quarters. The position peaked at $56.5K in Q4 2024. 263 funds tracked by Wall St. Rank hold SUSC as of Q1 2025.

  • ORG Partners reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 2,485 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2025, an estimated $56.5K.
  • ORG Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
  • ORG Partners's iShares ESG Aware USD Corporate Bond ETF position peaked at $56.5K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.