WCG Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

WCG Wealth 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 Q2	–	Sell	-10,934	Closed	-$252K	–	343
2025 Q1	$252K	Sell	10,934 -2,384	-18%	-$54.5K	0.02%	271
2024 Q4	$303K	Sell	13,318 -581	-4%	-$13.5K	0.02%	287
2024 Q3	$331K	Buy	13,899 +2,782	+25%	+$65K	0.02%	298
2024 Q2	$253K	Sell	11,117 -2,538	-19%	-$57.4K	0.02%	271
2024 Q1	$314K	Buy	13,655 +1,819	+15%	+$41.7K	0.03%	244
2023 Q4	$275K	Sell	11,836 -2,293	-16%	-$50.7K	0.02%	286
2023 Q3	$307K	Buy	14,129 +1,791	+15%	+$40K	0.02%	265
2023 Q2	$281K	Buy	+12,338	New	+$281K	0.03%	152

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

WCG Wealth Advisors's SUSC Position: Q2 2025 in Review

WCG Wealth Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2025, closing a stake of 10,934 shares — an estimated $252K sold.

WCG Wealth Advisors first reported a position in SUSC in Q2 2023 and held it in 8 quarters. The position peaked at $331K in Q3 2024. 257 funds tracked by Wall St. Rank hold SUSC as of Q2 2025.

WCG Wealth Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
WCG Wealth Advisors sold 10,934 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2025, an estimated $252K.
WCG Wealth Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2023 and held it in 8 quarters.
WCG Wealth Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $331K in Q3 2024.
257 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2025.

Based on WCG Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.