SageView Advisory Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

SageView Advisory Group’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	$386K	Sell	16,663 -4,383	-21%	-$101K	0.01%	419
2026 Q1	$487K	Sell	21,046 -11	-0.1%	-$257	0.02%	359
2025 Q4	$492K	Sell	21,057 -3,623	-15%	-$85.2K	0.02%	367
2025 Q3	$581K	Buy	24,680 +654	+3%	+$15.2K	0.02%	353
2025 Q2	$555K	Sell	24,026 -1,874	-7%	-$42.7K	0.02%	352
2025 Q1	$597K	Sell	25,900 -24,659	-49%	-$564K	0.03%	310
2024 Q4	$1.15M	Sell	50,559 -119	-0.2%	-$2.76K	0.05%	206
2024 Q3	$1.21M	Buy	+50,678	New	+$1.18M	0.06%	169
2024 Q2	–	Sell	-8,718	Closed	-$197K	–	188
2024 Q1	$1M	Buy	+8,718	New	+$200K	0.05%	197
2023 Q4	–	Sell	-57,629	Closed	-$1.27M	–	168
2023 Q3	$1.25M	Buy	57,629 +2,300	+4%	+$51.3K	0.07%	177
2023 Q2	$1.26M	Sell	55,329 -2,108	-4%	-$48K	0.07%	187
2023 Q1	$1.32M	Buy	57,437 +1,564	+3%	+$35.7K	0.08%	163
2022 Q4	$1.25M	Buy	+55,873	New	+$1.24M	0.1%	132

Other funds holding SUSC

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

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

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

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

SageView Advisory Group's SUSC Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 21% in Q2 2026, selling an estimated $101K and leaving 16,663 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #419.

SageView Advisory Group first reported a position in SUSC in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.32M in Q1 2023. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

SageView Advisory Group held 16,663 shares of iShares ESG Aware USD Corporate Bond ETF worth $386K as of Q2 2026.
SageView Advisory Group sold 4,383 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $101K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #419 holding.
SageView Advisory Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.32M in Q1 2023.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.