Sequoia Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Sequoia Financial 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	$554K	Sell	23,943 -14,127	-37%	-$327K	﹤0.01%	1281
2026 Q1	$881K	Sell	38,070 -11,763	-24%	-$275K	﹤0.01%	952
2025 Q4	$1.17M	Buy	49,833 +6,214	+14%	+$146K	0.01%	813
2025 Q3	$1.03M	Buy	43,619 +144	+0.3%	+$3.35K	0.01%	765
2025 Q2	$1.01M	Sell	43,475 -5,350	-11%	-$122K	0.01%	684
2025 Q1	$1.13M	Sell	48,825 -3,151	-6%	-$72.1K	0.01%	581
2024 Q4	$1.18M	Buy	51,976 +27,283	+110%	+$632K	0.01%	531
2024 Q3	$587K	Buy	24,693 +3,161	+15%	+$73.8K	0.01%	694
2024 Q2	$489K	Buy	21,532 +10,293	+92%	+$233K	0.01%	698
2024 Q1	$258K	Buy	+11,239	New	+$258K	﹤0.01%	930

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

Sequoia Financial Advisors's SUSC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 37% in Q2 2026, selling an estimated $327K and leaving 23,943 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Sequoia Financial Advisors first reported a position in SUSC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.18M in Q4 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Sequoia Financial Advisors held 23,943 shares of iShares ESG Aware USD Corporate Bond ETF worth $554K as of Q2 2026.
Sequoia Financial Advisors sold 14,127 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $327K.
iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1281 holding.
Sequoia Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Sequoia Financial Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.18M in Q4 2024.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.