Savvy Advisors Inc’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Savvy Advisors Inc’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	$690K	Buy	29,786 +4,290	+17%	+$99.2K	0.01%	658
2026 Q1	$590K	Buy	25,496 +10,533	+70%	+$246K	0.02%	604
2025 Q4	$350K	Buy	14,963 +939	+7%	+$22.1K	0.01%	712
2025 Q3	$330K	Sell	14,024 -12	-0.1%	-$279	0.02%	579
2025 Q2	$326K	Buy	14,036 +606	+5%	+$13.8K	0.02%	469
2025 Q1	$310K	Sell	13,430 -2,741	-17%	-$62.7K	0.03%	386
2024 Q4	$367K	Buy	+16,171	New	+$375K	0.04%	297

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Savvy Advisors Inc's SUSC Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 17% in Q2 2026, buying an estimated $99.2K and bringing the position to 29,786 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #658.

Savvy Advisors Inc first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Savvy Advisors Inc held 29,786 shares of iShares ESG Aware USD Corporate Bond ETF worth $690K as of Q2 2026.
Savvy Advisors Inc bought 4,290 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $99.2K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #658 holding.
Savvy Advisors Inc first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.