Rockefeller Capital Management
SUSC icon

Rockefeller Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Rockefeller Capital Management’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 		$278K Buy
12,014
+2,052
+21% +$48K ﹤0.01% 2299
2025
Q4 		$233K Sell
9,962
-5,122
-34% -$121K ﹤0.01% 2290
2025
Q3 		$355K Buy
15,084
+4,230
+39% +$98.5K ﹤0.01% 1938
2025
Q2 		$252K Sell
10,854
-44
-0.4% -$1K ﹤0.01% 1681
2025
Q1 		$251K Buy
+10,898
New +$249K ﹤0.01% 1620
2024
Q3 		– Sell
-11,779
Closed -$268K – 1689
2024
Q2 		$268K Sell
11,779
-304
-3% -$6.88K ﹤0.01% 1578
2024
Q1 		$278K Buy
+12,083
New +$277K ﹤0.01% 1603
2023
Q4 		– Sell
-11,649
Closed -$254K – 1598
2023
Q3 		$254K Buy
11,649
+14
+0.1% +$312 ﹤0.01% 1443
2023
Q2 		$265K Buy
11,635
+237
+2% +$5.4K ﹤0.01% 1554
2023
Q1 		$262K Buy
11,398
+10,914
+2,255% +$249K ﹤0.01% 1662
2022
Q4 		$10K Sell
484
-10,313
-96% -$228K ﹤0.01% 3085
2022
Q3 		$235K Buy
10,797
+214
+2% +$4.96K ﹤0.01% 1578
2022
Q2 		$245K Sell
10,583
-7,353
-41% -$174K ﹤0.01% 1545
2022
Q1 		$450K Sell
17,936
-246
-1% -$6.37K ﹤0.01% 1359
2021
Q4 		$496K Buy
18,182
+131
+0.7% +$3.6K ﹤0.01% 1323
2021
Q3 		$496K Buy
18,051
+2,112
+13% +$58.9K ﹤0.01% 1265
2021
Q2 		$441K Buy
15,939
+1,410
+10% +$38.5K ﹤0.01% 1243
2021
Q1 		$391K Buy
14,529
+4,216
+41% +$116K ﹤0.01% 1107
2020
Q4 		$292K Hold
10,313
– – ﹤0.01% 1078
2020
Q3 		$285K Hold
10,313
– – ﹤0.01% 943
2020
Q2 		$285K Hold
10,313
– – ﹤0.01% 862
2020
Q1 		$265K Buy
10,313
+218
+2% +$5.76K ﹤0.01% 749
2019
Q4 		$267K Buy
10,095
+766
+8% +$20.2K ﹤0.01% 705
2019
Q3 		$245K Buy
+9,329
New +$244K ﹤0.01% 589

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rockefeller Capital Management's SUSC Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 21% in Q1 2026, buying an estimated $48K and bringing the position to 12,014 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

Rockefeller Capital Management first reported a position in SUSC in Q3 2019 and has held it in 24 quarters since. The position peaked at $496K in Q4 2021. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Rockefeller Capital Management held 12,014 shares of iShares ESG Aware USD Corporate Bond ETF worth $278K as of Q1 2026.
  • Rockefeller Capital Management bought 2,052 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $48K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2299 holding.
  • Rockefeller Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2019 and has held it in 24 quarters since.
  • Rockefeller Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $496K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.