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
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 $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SageView Advisory Group's SUSC Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 15% in Q4 2025, selling an estimated $85.2K and leaving 21,057 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #367.

SageView Advisory Group first reported a position in SUSC in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.32M in Q1 2023. 301 funds tracked by Wall St. Rank hold SUSC as of Q4 2025.

SageView Advisory Group held 21,057 shares of iShares ESG Aware USD Corporate Bond ETF worth $492K as of Q4 2025.
SageView Advisory Group sold 3,623 iShares ESG Aware USD Corporate Bond ETF shares in Q4 2025, an estimated $85.2K.
iShares ESG Aware USD Corporate Bond ETF made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #367 holding.
SageView Advisory Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.32M in Q1 2023.
301 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.