White Lighthouse Investment Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

White Lighthouse Investment 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
2026 Q2	$1.07M	Buy	46,388 +1,800	+4%	+$41.6K	0.13%	76
2026 Q1	$1.03M	Buy	44,588 +963	+2%	+$22.5K	0.14%	76
2025 Q4	$1.02M	Buy	43,625 +5,756	+15%	+$135K	0.14%	75
2025 Q3	$892K	Buy	+37,869	New	+$882K	0.14%	74

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

White Lighthouse Investment Management's SUSC Position: Q2 2026 in Review

White Lighthouse Investment Management increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 4% in Q2 2026, buying an estimated $41.6K and bringing the position to 46,388 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #76.

White Lighthouse Investment Management first reported a position in SUSC in Q3 2025 and has held it in 4 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

White Lighthouse Investment Management held 46,388 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.07M as of Q2 2026.
White Lighthouse Investment Management bought 1,800 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $41.6K.
iShares ESG Aware USD Corporate Bond ETF made up 0.13% of White Lighthouse Investment Management's portfolio in Q2 2026, its #76 holding.
White Lighthouse Investment Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.