United Capital Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

United Capital Financial Advisors’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 Q1	$4.86M	Sell	210,400 -1,493	-0.7%	-$34.9K	0.03%	362
2025 Q4	$4.96M	Buy	211,893 +8,893	+4%	+$209K	0.03%	355
2025 Q3	$4.78M	Buy	203,000 +60,806	+43%	+$1.42M	0.03%	313
2025 Q2	$3.3M	Buy	142,194 +20,407	+17%	+$465K	0.03%	343
2025 Q1	$2.81M	Buy	121,787 +583	+0.5%	+$13.3K	0.02%	359
2024 Q4	$2.75M	Sell	121,204 -4,665	-4%	-$108K	0.02%	356
2024 Q3	$2.99M	Sell	125,869 -6,871	-5%	-$160K	0.02%	342
2024 Q2	$3.02M	Buy	132,740 +19,899	+18%	+$450K	0.03%	334
2024 Q1	$2.59M	Buy	112,841 +8,361	+8%	+$192K	0.02%	382
2023 Q4	$2.43M	Buy	+104,480	New	+$2.31M	0.02%	383
2019 Q2	–	Sell	-11,816	Closed	-$295K	–	1493
2019 Q1	$295K	Buy	+11,816	New	+$288K	﹤0.01%	1130

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

United Capital Financial Advisors's SUSC Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.7% in Q1 2026, selling an estimated $34.9K and leaving 210,400 shares worth $4.86M. The position accounts for 0.03% of the portfolio, ranked #362.

United Capital Financial Advisors first reported a position in SUSC in Q1 2019 and has held it in 11 quarters since. The position peaked at $4.96M in Q4 2025. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

United Capital Financial Advisors held 210,400 shares of iShares ESG Aware USD Corporate Bond ETF worth $4.86M as of Q1 2026.
United Capital Financial Advisors sold 1,493 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $34.9K.
iShares ESG Aware USD Corporate Bond ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #362 holding.
United Capital Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2019 and has held it in 11 quarters since.
United Capital Financial Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $4.96M in Q4 2025.
298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.