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Richards, Merrill & Peterson’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-1,316
Closed -$30.3K – 444
2025
Q1 		$30.3K Hold
1,316
– – 0.02% 304
2024
Q4 		$29.9K Buy
+1,316
New +$30.5K 0.02% 296

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Richards, Merrill & Peterson's SUSC Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2025, closing a stake of 1,316 shares — an estimated $30.3K sold.

Richards, Merrill & Peterson first reported a position in SUSC in Q4 2024 and held it in 2 quarters. The position peaked at $30.3K in Q1 2025. 257 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,316 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2025, an estimated $30.3K.
  • Richards, Merrill & Peterson first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's iShares ESG Aware USD Corporate Bond ETF position peaked at $30.3K in Q1 2025.
  • 257 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.