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

TME 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	$210K	Buy	+9,081	New	+$210K	0.13%	67
2026 Q1	–	Sell	-8,686	Closed	-$203K	–	71
2025 Q4	$203K	Sell	8,686 -623	-7%	-$14.7K	0.14%	71
2025 Q3	$219K	Sell	9,309 -634	-6%	-$14.8K	0.16%	67
2025 Q2	$231K	Sell	9,943 -482	-5%	-$11K	0.19%	64
2025 Q1	$240K	Sell	10,425 -53	-0.5%	-$1.21K	0.21%	62
2024 Q4	$249K	Buy	+10,478	New	+$243K	0.23%	59

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

TME Financial's SUSC Position: Q2 2026 in Review

TME Financial opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026: 9,081 shares worth $210K. The stake represents 0.13% of the portfolio and ranks #67 among its holdings. This is a return to the name: TME Financial previously reported a position in SUSC as recently as Q4 2025.

TME Financial first reported a position in SUSC in Q4 2024 and has held it in 6 quarters since. The position peaked at $249K in Q4 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

TME Financial held 9,081 shares of iShares ESG Aware USD Corporate Bond ETF worth $210K as of Q2 2026.
iShares ESG Aware USD Corporate Bond ETF was a new TME Financial position in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.13% of TME Financial's portfolio in Q2 2026, its #67 holding.
TME Financial first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
TME Financial's iShares ESG Aware USD Corporate Bond ETF position peaked at $249K in Q4 2024.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.