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Resolute Wealth Advisor’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Resolute Wealth Advisor’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
Q1 		$231K Buy
+9,976
New +$233K 0.13% 71
2025
Q2 		$231K Buy
+9,976
New +$228K 0.13% 71

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Resolute Wealth Advisor's SUSC Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2026: 9,976 shares worth $231K. The stake represents 0.13% of the portfolio and ranks #71 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in SUSC as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in SUSC in Q2 2025 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Resolute Wealth Advisor held 9,976 shares of iShares ESG Aware USD Corporate Bond ETF worth $231K as of Q1 2026.
  • iShares ESG Aware USD Corporate Bond ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.13% of Resolute Wealth Advisor's portfolio in Q1 2026, its #71 holding.
  • Resolute Wealth Advisor first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.