Wealth Enhancement Advisory Services
SUSC icon

Wealth Enhancement Advisory Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$3.64M Sell
165,658
-2,584
-2% -$58.5K 0.01% 1278
2026
Q2 		$3.85M Buy
168,242
+69,663
+71% +$1.61M 0.01% 1169
2026
Q1 		$2.28M Buy
+98,579
New +$2.3M ﹤0.01% 1323
2025
Q4 		– Sell
-10,906
Closed -$257K – 3790
2025
Q3 		$257K Buy
+10,906
New +$254K ﹤0.01% 2918

Other funds holding SUSC

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's SUSC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 1.5% in Q3 2026, selling an estimated $58.5K and leaving 165,658 shares worth $3.64M. The position accounts for 0.01% of the portfolio, ranked #1278.

Wealth Enhancement Advisory Services first reported a position in SUSC in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.85M in Q2 2026. 243 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 165,658 shares of iShares ESG Aware USD Corporate Bond ETF worth $3.64M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 2,584 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $58.5K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1278 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's iShares ESG Aware USD Corporate Bond ETF position peaked at $3.85M in Q2 2026.
  • 243 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.