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

Physician 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	$39.3K	Buy	1,698 +872	+106%	+$20.2K	﹤0.01%	487
2026 Q1	$19.1K	Buy	826 +6	+0.7%	+$140	﹤0.01%	630
2025 Q4	$19.2K	Buy	820 +12	+1%	+$282	﹤0.01%	602
2025 Q3	$19K	Buy	808 +9	+1%	+$210	﹤0.01%	586
2025 Q2	$18.6K	Buy	799 +9	+1%	+$205	﹤0.01%	533
2025 Q1	$18.2K	Buy	790 +5	+0.6%	+$114	﹤0.01%	504
2024 Q4	$17.8K	Buy	+785	New	+$18.2K	﹤0.01%	529

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

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

Physician Wealth Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 106% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,698 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Physician Wealth Advisors first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Physician Wealth Advisors held 1,698 shares of iShares ESG Aware USD Corporate Bond ETF worth $39.3K as of Q2 2026.
Physician Wealth Advisors bought 872 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $20.2K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #487 holding.
Physician Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.