Sax Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Sax Wealth Advisors’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	$290K	Buy	12,515 +2,838	+29%	+$65.6K	0.01%	453
2026 Q1	$226K	Hold	9,677	–	–	0.01%	446
2025 Q4	$226K	Sell	9,677 -1,069	-10%	-$25.1K	0.01%	456
2025 Q3	$253K	Buy	10,746 +861	+9%	+$20.1K	0.01%	381
2025 Q2	$230K	Buy	9,885 +450	+5%	+$10.3K	0.01%	390
2025 Q1	$218K	Hold	9,435	–	–	0.02%	340
2024 Q4	$214K	Buy	+9,435	New	+$219K	0.02%	311

Other funds holding SUSC

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Sax Wealth Advisors's SUSC Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 29% in Q2 2026, buying an estimated $65.6K and bringing the position to 12,515 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #453.

Sax Wealth Advisors first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. 62 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Sax Wealth Advisors held 12,515 shares of iShares ESG Aware USD Corporate Bond ETF worth $290K as of Q2 2026.
Sax Wealth Advisors bought 2,838 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $65.6K.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #453 holding.
Sax Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
62 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.