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

Wells 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
2026 Q2	$534K	Hold	23,045	–	–	4.95%	5
2026 Q1	$533K	Buy	23,045 +700	+3%	+$16.4K	2.43%	14
2025 Q4	$523K	Hold	22,345	–	–	0.99%	23
2025 Q3	$526K	Hold	22,345	–	–	0.7%	27
2025 Q2	$519K	Hold	22,345	–	–	0.71%	28
2025 Q1	$515K	Hold	22,345	–	–	0.71%	28
2024 Q4	$508K	Buy	22,345 +1,810	+9%	+$41.9K	0.69%	30
2024 Q3	$489K	Hold	20,535	–	–	0.66%	29
2024 Q2	$467K	Hold	20,535	–	–	0.31%	38
2024 Q1	$472K	Hold	20,535	–	–	0.32%	31
2023 Q4	$478K	Buy	20,535 +11,600	+130%	+$256K	0.35%	29
2023 Q3	$194K	Buy	8,935 +1,100	+14%	+$24.5K	0.15%	38
2023 Q2	$178K	Hold	7,835	–	–	0.13%	41
2023 Q1	$180K	Hold	7,835	–	–	0.14%	42
2022 Q4	$175K	Buy	7,835 +1,680	+27%	+$37.2K	0.14%	42
2022 Q3	$134K	Buy	+6,155	New	+$143K	0.13%	43

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Financial Advisors's SUSC Position: Q2 2026 in Review

Wells Financial Advisors held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 23,045 shares worth $534K. The position accounts for 4.95% of the portfolio, ranked #5.

Wells Financial Advisors first reported a position in SUSC in Q3 2022 and has held it in 16 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Wells Financial Advisors held 23,045 shares of iShares ESG Aware USD Corporate Bond ETF worth $534K as of Q2 2026.
Wells Financial Advisors left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up 4.95% of Wells Financial Advisors's portfolio in Q2 2026, its #5 holding.
Wells Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.