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

Rockport Wealth’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	$239K	Hold	10,331	–	–	0.04%	98
2026 Q1	$239K	Buy	10,331 +204	+2%	+$4.77K	0.04%	91
2025 Q4	$237K	Hold	10,127	–	–	0.05%	88
2025 Q3	$239K	Hold	10,127	–	–	0.05%	80
2025 Q2	$235K	Hold	10,127	–	–	0.05%	75
2025 Q1	$234K	Hold	10,127	–	–	0.08%	42
2024 Q4	$230K	Hold	10,127	–	–	0.1%	60
2024 Q3	$241K	Hold	10,127	–	–	0.06%	61
2024 Q2	$230K	Hold	10,127	–	–	0.1%	60
2024 Q1	$233K	Buy	+10,127	New	+$232K	0.16%	58

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IWA

Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Rockport Wealth's SUSC Position: Q2 2026 in Review

Rockport Wealth held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 10,331 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #98.

Rockport Wealth first reported a position in SUSC in Q1 2024 and has held it in 10 quarters since. The position peaked at $241K in Q3 2024. 153 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Rockport Wealth held 10,331 shares of iShares ESG Aware USD Corporate Bond ETF worth $239K as of Q2 2026.
Rockport Wealth left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.04% of Rockport Wealth's portfolio in Q2 2026, its #98 holding.
Rockport Wealth first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Rockport Wealth's iShares ESG Aware USD Corporate Bond ETF position peaked at $241K in Q3 2024.
153 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.