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Whittier Trust’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Whittier Trust’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
Q1 		– Sell
-19
Closed -$454 – 1429
2025
Q4 		$454 Sell
19
-9,240
-100% -$217K ﹤0.01% 1336
2025
Q3 		$218K Buy
9,259
+19
+0.2% +$443 ﹤0.01% 573
2025
Q2 		$215K Hold
9,240
– – ﹤0.01% 646
2025
Q1 		$213K Buy
9,240
+3,740
+68% +$85.6K ﹤0.01% 643
2024
Q4 		$125K Sell
5,500
-15,366
-74% -$356K ﹤0.01% 747
2024
Q3 		$496K Hold
20,866
– – 0.01% 505
2024
Q2 		$474K Hold
20,866
– – 0.01% 492
2024
Q1 		$480K Hold
20,866
– – 0.01% 496
2023
Q4 		$486K Buy
20,866
+366
+2% +$8.09K 0.01% 481
2023
Q3 		$446K Hold
20,500
– – 0.01% 483
2023
Q2 		$466K Hold
20,500
– – 0.01% 471
2023
Q1 		$472K Sell
20,500
-2,302
-10% -$52.5K 0.01% 472
2022
Q4 		$508K Buy
22,802
+1,341
+6% +$29.7K 0.01% 464
2022
Q3 		$468K Hold
21,461
– – 0.01% 465
2022
Q2 		$497K Sell
21,461
-2,162
-9% -$51.2K 0.01% 460
2022
Q1 		$594K Hold
23,623
– – 0.01% 457
2021
Q4 		$644K Sell
23,623
-9,202
-28% -$253K 0.01% 441
2021
Q3 		$902K Hold
32,825
– – 0.02% 380
2021
Q2 		$910K Hold
32,825
– – 0.02% 379
2021
Q1 		$884K Buy
32,825
+4,000
+14% +$110K 0.02% 381
2020
Q4 		$817K Buy
28,825
+4,325
+18% +$121K 0.02% 360
2020
Q3 		$679K Buy
24,500
+6,750
+38% +$189K 0.02% 384
2020
Q2 		$490K Buy
17,750
+2,750
+18% +$73.7K 0.01% 405
2020
Q1 		$386K Buy
+15,000
New +$396K 0.01% 412

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Whittier Trust's SUSC Position: Q1 2026 in Review

Whittier Trust sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2026, closing a stake of 19 shares — an estimated $454 sold.

Whittier Trust first reported a position in SUSC in Q1 2020 and held it in 24 quarters. The position peaked at $910K in Q2 2021. 300 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Whittier Trust reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Whittier Trust sold 19 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2026, an estimated $454.
  • Whittier Trust first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2020 and held it in 24 quarters.
  • Whittier Trust's iShares ESG Aware USD Corporate Bond ETF position peaked at $910K in Q2 2021.
  • 300 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.