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

Williams Financial’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	$374K	Buy	+16,173	New	+$374K	0.19%	21
2025 Q1	–	Sell	-9,289	Closed	-$211K	–	24
2024 Q4	$211K	Buy	9,289 +120	+1%	+$2.78K	0.13%	18
2024 Q3	$218K	Sell	9,169 -999	-10%	-$23.3K	0.14%	16
2024 Q2	$231K	Sell	10,168 -450	-4%	-$10.2K	0.15%	14
2024 Q1	$244K	Buy	10,618 +837	+9%	+$19.2K	0.16%	16
2023 Q4	$228K	Hold	9,781	–	–	0.17%	29
2023 Q3	$213K	Buy	9,781 +967	+11%	+$21.6K	0.16%	30
2023 Q2	$200K	Buy	+8,814	New	+$201K	0.15%	27

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Williams Financial's SUSC Position: Q2 2026 in Review

Williams Financial opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026: 16,173 shares worth $374K. The stake represents 0.19% of the portfolio and ranks #21 among its holdings. This is a return to the name: Williams Financial previously reported a position in SUSC as recently as Q4 2024.

Williams Financial first reported a position in SUSC in Q2 2023 and has held it in 8 quarters since. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Williams Financial held 16,173 shares of iShares ESG Aware USD Corporate Bond ETF worth $374K as of Q2 2026.
iShares ESG Aware USD Corporate Bond ETF was a new Williams Financial position in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.19% of Williams Financial's portfolio in Q2 2026, its #21 holding.
Williams Financial first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2023 and has held it in 8 quarters since.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Williams Financial's 13F filing for Q2 2026, filed 21 Jul 2026.