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

US 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
2025
Q1 		$513K Buy
22,235
+2,613
+13% +$59.8K 0.15% 56
2024
Q4 		$446K Buy
19,622
+361
+2% +$8.36K 0.14% 59
2024
Q3 		$458K Buy
19,261
+1,505
+8% +$35.1K 0.14% 56
2024
Q2 		$403K Sell
17,756
-1,216
-6% -$27.5K 0.14% 58
2024
Q1 		$436K Buy
18,972
+1,660
+10% +$38.1K 0.15% 54
2023
Q4 		$403K Buy
17,312
+6,634
+62% +$147K 0.15% 54
2023
Q3 		$232K Buy
+10,678
New +$238K 0.1% 67

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

US Financial Advisors's SUSC Position: Q1 2025 in Review

US Financial Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 13% in Q1 2025, buying an estimated $59.8K and bringing the position to 22,235 shares worth $513K. The position accounts for 0.15% of the portfolio, ranked #56.

US Financial Advisors first reported a position in SUSC in Q3 2023 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold SUSC as of Q1 2025.

  • US Financial Advisors held 22,235 shares of iShares ESG Aware USD Corporate Bond ETF worth $513K as of Q1 2025.
  • US Financial Advisors bought 2,613 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2025, an estimated $59.8K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.15% of US Financial Advisors's portfolio in Q1 2025, its #56 holding.
  • US Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2023 and has held it in 7 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.