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

Rise 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
2025 Q4	–	Sell	-690	Closed	-$16.3K	–	1265
2025 Q3	$16.3K	Buy	690 +7	+1%	+$163	0.01%	703
2025 Q2	$15.9K	Buy	683 +8	+1%	+$182	0.01%	677
2025 Q1	$15.6K	Buy	675 +5	+0.7%	+$114	0.01%	666
2024 Q4	$15.2K	Buy	670 +9	+1%	+$208	0.01%	819
2024 Q3	$15.7K	Buy	661 +7	+1%	+$163	0.01%	842
2024 Q2	$14.8K	Buy	654 +7	+1%	+$158	0.01%	832
2024 Q1	$14.9K	Buy	647 +5	+0.8%	+$115	0.01%	862
2023 Q4	$14.9K	Buy	642 +9	+1%	+$199	0.01%	279
2023 Q3	$13.8K	Buy	633 +6	+1%	+$134	0.01%	281
2023 Q2	$14.3K	Buy	627 +6	+1%	+$137	0.01%	291
2023 Q1	$14.3K	Buy	621 +4	+0.6%	+$91	0.01%	306
2022 Q4	$13.8K	Buy	617 +7	+1%	+$155	0.01%	298
2022 Q3	$13K	Buy	610 +4	+0.7%	+$93	0.01%	300
2022 Q2	$14K	Buy	606 +4	+0.7%	+$95	0.01%	286
2022 Q1	$15K	Buy	602 +2	+0.3%	+$52	0.01%	285
2021 Q4	$16.4K	Buy	+600	New	+$16.5K	0.02%	268

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rise Advisors's SUSC Position: Q4 2025 in Review

Rise Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q4 2025, closing a stake of 690 shares — an estimated $16.3K sold.

Rise Advisors first reported a position in SUSC in Q4 2021 and held it in 16 quarters. The position peaked at $16.4K in Q4 2021. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

Rise Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 690 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $16.3K.
Rise Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and held it in 16 quarters.
Rise Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $16.4K in Q4 2021.
301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.