Wharton Business Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Wharton Business Group’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	$203K	Hold	8,760	–	–	0.01%	139
2026 Q1	$203K	Sell	8,760 -430	-5%	-$10.1K	0.01%	137
2025 Q4	$215K	Sell	9,190 -855	-9%	-$20.1K	0.01%	136
2025 Q3	$237K	Hold	10,045	–	–	0.01%	132
2025 Q2	$233K	Hold	10,045	–	–	0.01%	126
2025 Q1	$232K	Hold	10,045	–	–	0.01%	125
2024 Q4	$228K	Sell	10,045 -1,520	-13%	-$35.2K	0.01%	126
2024 Q3	$275K	Hold	11,565	–	–	0.01%	124
2024 Q2	$263K	Hold	11,565	–	–	0.01%	123
2024 Q1	$266K	Sell	11,565 -440	-4%	-$10.1K	0.01%	120
2023 Q4	$279K	Hold	12,005	–	–	0.01%	113
2023 Q3	$261K	Sell	12,005 -1,355	-10%	-$30.2K	0.01%	123
2023 Q2	$304K	Hold	13,360	–	–	0.02%	112
2023 Q1	$307K	Buy	13,360 +635	+5%	+$14.5K	0.02%	114
2022 Q4	$284K	Buy	12,725 +2,185	+21%	+$48.3K	0.02%	120
2022 Q3	$229K	Buy	+10,540	New	+$244K	0.02%	122

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

Wharton Business Group's SUSC Position: Q2 2026 in Review

Wharton Business Group held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 8,760 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #139.

Wharton Business Group first reported a position in SUSC in Q3 2022 and has held it in 16 quarters since. The position peaked at $307K in Q1 2023. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Wharton Business Group held 8,760 shares of iShares ESG Aware USD Corporate Bond ETF worth $203K as of Q2 2026.
Wharton Business Group left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Wharton Business Group's portfolio in Q2 2026, its #139 holding.
Wharton Business Group first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
Wharton Business Group's iShares ESG Aware USD Corporate Bond ETF position peaked at $307K in Q1 2023.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.