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

RWA Wealth Partners’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 		$777K Hold
33,548
– – 0.01% 393
2026
Q1 		$776K Buy
33,548
+22,304
+198% +$521K 0.01% 378
2025
Q4 		$263K Sell
11,244
-471
-4% -$11.1K ﹤0.01% 549
2025
Q3 		$276K Sell
11,715
-700
-6% -$16.3K ﹤0.01% 539
2025
Q2 		$288K Sell
12,415
-5,626
-31% -$128K ﹤0.01% 516
2025
Q1 		$416K Sell
18,041
-694
-4% -$15.9K 0.01% 431
2024
Q4 		$426K Buy
18,735
+633
+3% +$14.7K 0.01% 432
2024
Q3 		$431K Sell
18,102
-802
-4% -$18.7K 0.01% 420
2024
Q2 		$429K Buy
18,904
+87
+0.5% +$1.97K 0.01% 408
2024
Q1 		$433K Sell
18,817
-922
-5% -$21.1K 0.01% 410
2023
Q4 		$459K Sell
19,739
-2,165
-10% -$47.9K 0.01% 387
2023
Q3 		$477K Sell
21,904
-480
-2% -$10.7K 0.01% 273
2023
Q2 		$509K Sell
22,384
-756
-3% -$17.2K 0.01% 226
2023
Q1 		$533K Buy
23,140
+3,314
+17% +$75.6K 0.01% 163
2022
Q4 		$457K Buy
19,826
+4,842
+32% +$107K 0.01% 182
2022
Q3 		$326K Buy
+14,984
New +$347K 0.02% 190
2021
Q2 		– Sell
-127,415
Closed -$3.43M – 253
2021
Q1 		$3.43M Buy
127,415
+15,214
+14% +$418K 0.28% 79
2020
Q4 		$3.18M Buy
112,201
+21,511
+24% +$602K 0.28% 77
2020
Q3 		$2.51M Buy
90,690
+5,300
+6% +$148K 0.26% 76
2020
Q2 		$2.36M Buy
85,390
+3,309
+4% +$88.7K 0.29% 71
2020
Q1 		$2.11M Buy
82,081
+12,012
+17% +$317K 0.3% 67
2019
Q4 		$1.85M Buy
70,069
+23,463
+50% +$619K 0.18% 94
2019
Q3 		$1.23M Buy
46,606
+6,817
+17% +$178K 0.13% 106
2019
Q2 		$1.03M Buy
39,789
+10,693
+37% +$268K 0.11% 116
2019
Q1 		$727K Buy
+29,096
New +$709K 0.08% 136

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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 $2.3T AUM 54.33% 1-Year Est. Return

RWA Wealth Partners's SUSC Position: Q2 2026 in Review

RWA Wealth Partners held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 33,548 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #393.

RWA Wealth Partners first reported a position in SUSC in Q1 2019 and has held it in 25 quarters since. The position peaked at $3.43M in Q1 2021. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • RWA Wealth Partners held 33,548 shares of iShares ESG Aware USD Corporate Bond ETF worth $777K as of Q2 2026.
  • RWA Wealth Partners left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #393 holding.
  • RWA Wealth Partners first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2019 and has held it in 25 quarters since.
  • RWA Wealth Partners's iShares ESG Aware USD Corporate Bond ETF position peaked at $3.43M in Q1 2021.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.