UBS Group
SUSC icon

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

UBS 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 		$75.7M Buy
3,268,082
+95,835
+3% +$2.22M 0.01% 1342
2026
Q1 		$73.4M Buy
3,172,247
+2,768,196
+685% +$64.7M 0.01% 1283
2025
Q4 		$9.45M Buy
404,051
+14,763
+4% +$347K ﹤0.01% 3346
2025
Q3 		$9.17M Buy
389,288
+12,530
+3% +$292K ﹤0.01% 3390
2025
Q2 		$8.75M Buy
376,758
+152
+0% +$3.47K ﹤0.01% 3216
2025
Q1 		$8.68M Sell
376,606
-28,228
-7% -$646K ﹤0.01% 3199
2024
Q4 		$9.2M Sell
404,834
-44,491
-10% -$1.03M ﹤0.01% 3154
2024
Q3 		$10.7M Buy
449,325
+32,580
+8% +$761K ﹤0.01% 2298
2024
Q2 		$9.47M Buy
416,745
+8,266
+2% +$187K ﹤0.01% 2248
2024
Q1 		$9.39M Buy
408,479
+20,838
+5% +$478K ﹤0.01% 2328
2023
Q4 		$9.02M Sell
387,641
-8,263
-2% -$183K ﹤0.01% 2186
2023
Q3 		$8.61M Buy
395,904
+23,828
+6% +$532K ﹤0.01% 2102
2023
Q2 		$8.46M Sell
372,076
-5,568
-1% -$127K ﹤0.01% 2096
2023
Q1 		$8.69M Buy
377,644
+50,285
+15% +$1.15M ﹤0.01% 1991
2022
Q4 		$7.3M Buy
327,359
+42,869
+15% +$948K ﹤0.01% 2153
2022
Q3 		$6.2M Sell
284,490
-74,926
-21% -$1.74M ﹤0.01% 2165
2022
Q2 		$8.32M Buy
359,416
+21,425
+6% +$508K ﹤0.01% 1953
2022
Q1 		$8.49M Buy
337,991
+5,607
+2% +$145K ﹤0.01% 2062
2021
Q4 		$9.07M Buy
332,384
+24,112
+8% +$662K ﹤0.01% 2232
2021
Q3 		$8.48M Buy
308,272
+13,078
+4% +$365K ﹤0.01% 2175
2021
Q2 		$8.18M Sell
295,194
-431
-0.1% -$11.8K ﹤0.01% 2210
2021
Q1 		$7.96M Buy
295,625
+146,521
+98% +$4.03M ﹤0.01% 2157
2020
Q4 		$4.23M Sell
149,104
-606,628
-80% -$17M ﹤0.01% 2627
2020
Q3 		$21M Buy
755,732
+114,530
+18% +$3.2M 0.01% 1139
2020
Q2 		$17.7M Buy
641,202
+600,888
+1,491% +$16.1M 0.01% 1152
2020
Q1 		$1.04M Buy
40,314
+32,494
+416% +$858K ﹤0.01% 3314
2019
Q4 		$207K Buy
7,820
+1,357
+21% +$35.8K ﹤0.01% 5590
2019
Q3 		$170K Sell
6,463
-42
-0.6% -$1.1K ﹤0.01% 5372
2019
Q2 		$168K Buy
6,505
+6,360
+4,386% +$160K ﹤0.01% 5025
2019
Q1 		$4K Sell
145
-6
-4% -$146 ﹤0.01% 7272
2018
Q4 		$4K Buy
+151
New +$3.6K ﹤0.01% 7642

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

UBS Group's SUSC Position: Q2 2026 in Review

UBS Group increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 3% in Q2 2026, buying an estimated $2.22M and bringing the position to 3,268,082 shares worth $75.7M. The position accounts for 0.01% of the portfolio, ranked #1342.

UBS Group first reported a position in SUSC in Q4 2018 and has held it in 31 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • UBS Group held 3,268,082 shares of iShares ESG Aware USD Corporate Bond ETF worth $75.7M as of Q2 2026.
  • UBS Group bought 95,835 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $2.22M.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1342 holding.
  • UBS Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.