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Van Hulzen Asset Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Van Hulzen Asset 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 		$794K Hold
34,308
– – 0.06% 201
2026
Q1 		$794K Hold
34,308
– – 0.06% 188
2025
Q4 		$802K Hold
34,308
– – 0.06% 181
2025
Q3 		$808K Hold
34,308
– – 0.06% 184
2025
Q2 		$797K Hold
34,308
– – 0.07% 175
2025
Q1 		$791K Hold
34,308
– – 0.07% 172
2024
Q4 		$779K Hold
34,308
– – 0.06% 184
2024
Q3 		$816K Buy
34,308
+8,672
+34% +$203K 0.06% 173
2024
Q2 		$582K Sell
25,636
-837
-3% -$18.9K 0.04% 193
2024
Q1 		$609K Buy
26,473
+14,715
+125% +$337K 0.04% 207
2023
Q4 		$274K Hold
11,758
– – 0.02% 277
2023
Q3 		$256K Hold
11,758
– – 0.02% 263
2023
Q2 		$267K Hold
11,758
– – 0.02% 259
2023
Q1 		$271K Hold
11,758
– – 0.03% 244
2022
Q4 		$262K Sell
11,758
-1,950
-14% -$43.1K 0.03% 243
2022
Q3 		$299K Sell
13,708
-51
-0.4% -$1.18K 0.04% 213
2022
Q2 		$319K Buy
13,759
+21
+0.2% +$498 0.04% 212
2022
Q1 		$345K Buy
+13,738
New +$356K 0.04% 212
2021
Q2 		– Sell
-24,640
Closed -$664K – 285
2021
Q1 		$664K Buy
24,640
+2,200
+10% +$60.5K 0.11% 115
2020
Q4 		$636K Hold
22,440
– – 0.1% 119
2020
Q3 		$622K Hold
22,440
– – 0.09% 112
2020
Q2 		$620K Buy
22,440
+8,900
+66% +$239K 0.09% 110
2020
Q1 		$348K Buy
+13,540
New +$358K 0.07% 159

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

Van Hulzen Asset Management's SUSC Position: Q2 2026 in Review

Van Hulzen Asset Management held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 34,308 shares worth $794K. The position accounts for 0.06% of the portfolio, ranked #201.

Van Hulzen Asset Management first reported a position in SUSC in Q1 2020 and has held it in 23 quarters since. The position peaked at $816K in Q3 2024. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Van Hulzen Asset Management held 34,308 shares of iShares ESG Aware USD Corporate Bond ETF worth $794K as of Q2 2026.
  • Van Hulzen Asset Management left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.06% of Van Hulzen Asset Management's portfolio in Q2 2026, its #201 holding.
  • Van Hulzen Asset Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • Van Hulzen Asset Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $816K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.