OPS
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Orion Portfolio Solutions’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Orion Portfolio Solutions’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 		$755K Buy
32,753
+3,394
+12% +$77.7K 0.01% 1216
2024
Q4 		$667K Buy
29,359
+3,277
+13% +$75.9K 0.01% 1240
2024
Q3 		$620K Buy
26,082
+3,557
+16% +$83.1K 0.01% 1254
2024
Q2 		$512K Buy
22,525
+1,742
+8% +$39.4K 0.01% 1266
2024
Q1 		$478K Buy
20,783
+3,998
+24% +$91.7K 0.01% 1278
2023
Q4 		$386K Buy
16,785
+2,367
+16% +$52.3K ﹤0.01% 1309
2023
Q3 		$314K Sell
14,418
-3,967
-22% -$88.5K ﹤0.01% 1357
2023
Q2 		$418K Buy
18,385
+856
+5% +$19.5K ﹤0.01% 1275
2023
Q1 		$403K Buy
17,529
+7,807
+80% +$178K 0.01% 1219
2022
Q4 		$217K Sell
9,722
-647
-6% -$14.3K 0.01% 756
2022
Q3 		$226K Buy
+10,369
New +$240K 0.01% 666
2022
Q2 		– Sell
-15,199
Closed -$382K – 738
2022
Q1 		$382K Buy
+15,199
New +$393K 0.01% 499
2020
Q3 		– Sell
-1,165
Closed -$32K – 1845
2020
Q2 		$32K Buy
+1,165
New +$31.2K ﹤0.01% 817

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 $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
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

Orion Portfolio Solutions's SUSC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 12% in Q1 2025, buying an estimated $77.7K and bringing the position to 32,753 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #1216.

Orion Portfolio Solutions first reported a position in SUSC in Q2 2020 and has held it in 13 quarters since. 263 funds tracked by Wall St. Rank hold SUSC as of Q1 2025.

  • Orion Portfolio Solutions held 32,753 shares of iShares ESG Aware USD Corporate Bond ETF worth $755K as of Q1 2025.
  • Orion Portfolio Solutions bought 3,394 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2025, an estimated $77.7K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1216 holding.
  • Orion Portfolio Solutions first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and has held it in 13 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.