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

Savant Capital’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 		$2.83M Buy
122,399
+1,354
+1% +$31.3K 0.01% 522
2026
Q1 		$2.8M Sell
121,045
-7,653
-6% -$179K 0.01% 362
2025
Q4 		$3.01M Sell
128,698
-72,006
-36% -$1.69M 0.02% 329
2025
Q3 		$4.73M Sell
200,704
-1,044
-0.5% -$24.3K 0.03% 243
2025
Q2 		$4.69M Sell
201,748
-8,048
-4% -$184K 0.03% 222
2025
Q1 		$4.84M Buy
209,796
+4,383
+2% +$100K 0.04% 203
2024
Q4 		$4.67M Buy
205,413
+3,233
+2% +$74.9K 0.04% 249
2024
Q3 		$4.81M Sell
202,180
-1,290
-0.6% -$30.1K 0.04% 230
2024
Q2 		$4.62M Sell
203,470
-55,964
-22% -$1.27M 0.05% 210
2024
Q1 		$5.96M Sell
259,434
-46,899
-15% -$1.08M 0.07% 167
2023
Q4 		$7.13M Sell
306,333
-325,242
-51% -$7.19M 0.09% 148
2023
Q3 		$13.7M Sell
631,575
-26,615
-4% -$594K 0.21% 94
2023
Q2 		$15M Buy
658,190
+5,821
+0.9% +$133K 0.23% 77
2023
Q1 		$15M Buy
+652,369
New +$14.9M 0.28% 62

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

Savant Capital's SUSC Position: Q2 2026 in Review

Savant Capital increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.1% in Q2 2026, buying an estimated $31.3K and bringing the position to 122,399 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #522.

Savant Capital first reported a position in SUSC in Q1 2023 and has held it in 14 quarters since. The position peaked at $15M in Q1 2023. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Savant Capital held 122,399 shares of iShares ESG Aware USD Corporate Bond ETF worth $2.83M as of Q2 2026.
  • Savant Capital bought 1,354 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $31.3K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #522 holding.
  • Savant Capital first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Savant Capital's iShares ESG Aware USD Corporate Bond ETF position peaked at $15M in Q1 2023.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.