SHJ
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Sharkey, Howes & Javer’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Sharkey, Howes & Javer’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 		$3.28M Sell
141,884
-39,475
-22% -$913K 0.4% 38
2026
Q1 		$4.2M Buy
181,359
+3,697
+2% +$86.4K 0.57% 31
2025
Q4 		$4.15M Buy
177,662
+2,773
+2% +$65.2K 0.53% 34
2025
Q3 		$4.12M Buy
174,889
+16,031
+10% +$373K 0.53% 37
2025
Q2 		$3.69M Buy
158,858
+29,902
+23% +$682K 0.49% 40
2025
Q1 		$2.97M Sell
128,956
-1,445
-1% -$33.1K 0.43% 51
2024
Q4 		$2.96M Sell
130,401
-886
-0.7% -$20.5K 0.42% 48
2024
Q3 		$3.12M Sell
131,287
-3,300
-2% -$77.1K 0.44% 39
2024
Q2 		$3.06M Buy
134,587
+12,926
+11% +$293K 0.49% 37
2024
Q1 		$2.8M Buy
121,661
+3,010
+3% +$69K 0.46% 39
2023
Q4 		$2.76M Buy
118,651
+15,518
+15% +$343K 0.49% 33
2023
Q3 		$2.24M Buy
103,133
+2,037
+2% +$45.4K 0.43% 40
2023
Q2 		$2.3M Sell
101,096
-942
-0.9% -$21.5K 0.44% 33
2023
Q1 		$2.35M Buy
102,038
+37,164
+57% +$848K 0.5% 30
2022
Q4 		$1.45M Buy
64,874
+7,988
+14% +$177K 0.33% 42
2022
Q3 		$1.24M Buy
56,886
+18,154
+47% +$420K 0.27% 48
2022
Q2 		$897K Sell
38,732
-7,555
-16% -$179K 0.22% 49
2022
Q1 		$1.16M Buy
+46,287
New +$1.2M 0.27% 45
2021
Q2 		– Sell
-28,170
Closed -$759K – 82
2021
Q1 		$759K Buy
28,170
+13,129
+87% +$361K 0.24% 46
2020
Q4 		$426K Buy
15,041
+978
+7% +$27.4K 0.14% 53
2020
Q3 		$390K Buy
+14,063
New +$393K 0.15% 53

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

Sharkey, Howes & Javer's SUSC Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 22% in Q2 2026, selling an estimated $913K and leaving 141,884 shares worth $3.28M. The position accounts for 0.4% of the portfolio, ranked #38.

Sharkey, Howes & Javer first reported a position in SUSC in Q3 2020 and has held it in 21 quarters since. The position peaked at $4.2M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Sharkey, Howes & Javer held 141,884 shares of iShares ESG Aware USD Corporate Bond ETF worth $3.28M as of Q2 2026.
  • Sharkey, Howes & Javer sold 39,475 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $913K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.4% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #38 holding.
  • Sharkey, Howes & Javer first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2020 and has held it in 21 quarters since.
  • Sharkey, Howes & Javer's iShares ESG Aware USD Corporate Bond ETF position peaked at $4.2M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.