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

Turner 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	$794K	Buy	+34,293	New	+$793K	0.79%	26

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Turner Financial Group opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026: 34,293 shares worth $794K. The stake represents 0.79% of the portfolio and ranks #26 among its holdings.

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

Turner Financial Group held 34,293 shares of iShares ESG Aware USD Corporate Bond ETF worth $794K as of Q2 2026.
iShares ESG Aware USD Corporate Bond ETF was a new Turner Financial Group position in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.79% of Turner Financial Group's portfolio in Q2 2026, its #26 holding.
292 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Turner Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.