Stifel Financial
SUSC icon

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

Stifel Financial’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 		$945K Buy
40,806
+1,595
+4% +$36.9K ﹤0.01% 2596
2026
Q1 		$907K Sell
39,211
-5,314
-12% -$124K ﹤0.01% 2504
2025
Q4 		$1.04M Buy
44,525
+1,229
+3% +$28.9K ﹤0.01% 2420
2025
Q3 		$1.02M Buy
43,296
+5,365
+14% +$125K ﹤0.01% 2381
2025
Q2 		$881K Buy
37,931
+8,806
+30% +$201K ﹤0.01% 2412
2025
Q1 		$672K Buy
29,125
+5,713
+24% +$131K ﹤0.01% 2492
2024
Q4 		$532K Sell
23,412
-5,475
-19% -$127K ﹤0.01% 2637
2024
Q3 		$687K Buy
28,887
+3,993
+16% +$93.3K ﹤0.01% 2473
2024
Q2 		$566K Sell
24,894
-5,049
-17% -$114K ﹤0.01% 2550
2024
Q1 		$688K Buy
29,943
+18,276
+157% +$419K ﹤0.01% 2421
2023
Q4 		$271K Buy
11,667
+1,333
+13% +$29.5K ﹤0.01% 2901
2023
Q3 		$225K Buy
+10,334
New +$231K ﹤0.01% 2933
2020
Q4 		– Sell
-8,584
Closed -$238K – 3115
2020
Q3 		$238K Sell
8,584
-980
-10% -$27.4K ﹤0.01% 2527
2020
Q2 		$264K Buy
+9,564
New +$256K ﹤0.01% 2434

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

Stifel Financial's SUSC Position: Q2 2026 in Review

Stifel Financial increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4.1% in Q2 2026, buying an estimated $36.9K and bringing the position to 40,806 shares worth $945K. The position accounts for ﹤0.01% of the portfolio, ranked #2596.

Stifel Financial first reported a position in SUSC in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.04M in Q4 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Stifel Financial held 40,806 shares of iShares ESG Aware USD Corporate Bond ETF worth $945K as of Q2 2026.
  • Stifel Financial bought 1,595 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $36.9K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2596 holding.
  • Stifel Financial first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2020 and has held it in 14 quarters since.
  • Stifel Financial's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.04M in Q4 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.