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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Williams Financial's SUSC Position: Q1 2025 in Review

Williams Financial sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2025, closing a stake of 9,289 shares — an estimated $211K sold.

Williams Financial first reported a position in SUSC in Q2 2023 and held it in 7 quarters. The position peaked at $244K in Q1 2024. 263 funds tracked by Wall St. Rank hold SUSC as of Q1 2025.

  • Williams Financial reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Williams Financial sold 9,289 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2025, an estimated $211K.
  • Williams Financial first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
  • Williams Financial's iShares ESG Aware USD Corporate Bond ETF position peaked at $244K in Q1 2024.
  • 263 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2025.

Based on Williams Financial's 13F filing for Q1 2025, filed 23 Apr 2025.