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WealthTrak Capital Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-1,586
Closed -$36.8K – 787
2025
Q2 		$36.8K Hold
1,586
– – 0.03% 115
2025
Q1 		$36.6K Buy
1,586
+98
+7% +$2.24K 0.03% 114
2024
Q4 		$33.8K Buy
+1,488
New +$34.5K 0.03% 114

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthTrak Capital Management's SUSC Position: Q3 2025 in Review

WealthTrak Capital Management sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2025, closing a stake of 1,586 shares — an estimated $36.8K sold.

WealthTrak Capital Management first reported a position in SUSC in Q4 2024 and held it in 3 quarters. The position peaked at $36.8K in Q2 2025. 269 funds tracked by Wall St. Rank hold SUSC as of Q3 2025.

  • WealthTrak Capital Management reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 1,586 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2025, an estimated $36.8K.
  • WealthTrak Capital Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's iShares ESG Aware USD Corporate Bond ETF position peaked at $36.8K in Q2 2025.
  • 269 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.