Sovereign Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Sovereign Financial Group’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	$207K	Buy	+8,921	New	+$206K	0.03%	363

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

Sovereign Financial Group's SUSC Position: Q2 2026 in Review

Sovereign Financial Group opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026: 8,921 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #363 among its holdings.

305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Sovereign Financial Group held 8,921 shares of iShares ESG Aware USD Corporate Bond ETF worth $207K as of Q2 2026.
iShares ESG Aware USD Corporate Bond ETF was a new Sovereign Financial Group position in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #363 holding.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.