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

Sovran 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
2025
Q2 		– Sell
-8,965
Closed -$203K – 523
2025
Q1 		$203K Buy
+8,965
New +$205K 0.03% 448

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Sovran Advisors's SUSC Position: Q2 2025 in Review

Sovran Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2025, closing a stake of 8,965 shares — an estimated $203K sold.

Sovran Advisors first reported a position in SUSC in Q1 2025 and held it in 1 quarter. The position peaked at $203K in Q1 2025. 259 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

  • Sovran Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sovran Advisors sold 8,965 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2025, an estimated $203K.
  • Sovran Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Sovran Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $203K in Q1 2025.
  • 259 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on Sovran Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.