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Topel & Distasi Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Topel & Distasi Wealth Management’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 		$2.25M Buy
97,349
+6,197
+7% +$143K 1.09% 27
2026
Q1 		$2.11M Buy
91,152
+1,771
+2% +$41.4K 1.09% 28
2025
Q4 		$2.09M Buy
89,381
+5,739
+7% +$135K 1.02% 28
2025
Q3 		$1.97M Sell
83,642
-318
-0.4% -$7.41K 0.97% 29
2025
Q2 		$1.95M Buy
83,960
+4,279
+5% +$97.6K 1.02% 29
2025
Q1 		$1.84M Buy
79,681
+11,405
+17% +$261K 0.86% 32
2024
Q4 		$1.55M Sell
68,276
-181
-0.3% -$4.19K 0.66% 36
2024
Q3 		$1.63M Buy
68,457
+2,018
+3% +$47.1K 0.68% 36
2024
Q2 		$1.51M Sell
66,439
-97
-0.1% -$2.19K 0.66% 35
2024
Q1 		$1.53M Buy
66,536
+10,245
+18% +$235K 0.68% 35
2023
Q4 		$1.31M Buy
56,291
+1,224
+2% +$27.1K 0.62% 36
2023
Q3 		$1.2M Buy
55,067
+5,748
+12% +$128K 0.63% 37
2023
Q2 		$1.12M Buy
49,319
+155
+0.3% +$3.53K 0.56% 39
2023
Q1 		$1.13M Buy
49,164
+12,132
+33% +$277K 0.59% 39
2022
Q4 		$826K Sell
37,032
-113
-0.3% -$2.5K 0.46% 44
2022
Q3 		$817K Buy
37,145
+488
+1% +$11.3K 0.45% 47
2022
Q2 		$849K Buy
36,657
+8,816
+32% +$209K 0.49% 45
2022
Q1 		$700K Sell
27,841
-3,848
-12% -$99.6K 0.29% 58
2021
Q4 		$865K Buy
+31,689
New +$870K 0.35% 56

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

Topel & Distasi Wealth Management's SUSC Position: Q2 2026 in Review

Topel & Distasi Wealth Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 6.8% in Q2 2026, buying an estimated $143K and bringing the position to 97,349 shares worth $2.25M. The position accounts for 1.09% of the portfolio, ranked #27.

Topel & Distasi Wealth Management first reported a position in SUSC in Q4 2021 and has held it in 19 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Topel & Distasi Wealth Management held 97,349 shares of iShares ESG Aware USD Corporate Bond ETF worth $2.25M as of Q2 2026.
  • Topel & Distasi Wealth Management bought 6,197 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $143K.
  • iShares ESG Aware USD Corporate Bond ETF made up 1.09% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.