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Willow Creek Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Willow Creek Wealth 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
2025
Q3 		$807K Hold
34,237
– – 0.07% 84
2025
Q2 		$795K Sell
34,237
-626
-2% -$14.3K 0.07% 77
2025
Q1 		$804K Buy
34,863
+879
+3% +$20.1K 0.08% 72
2024
Q4 		$772K Buy
33,984
+1,966
+6% +$45.5K 0.08% 72
2024
Q3 		$762K Buy
32,018
+46
+0.1% +$1.07K 0.08% 72
2024
Q2 		$726K Buy
31,972
+1,233
+4% +$27.9K 0.08% 71
2024
Q1 		$707K Buy
30,739
+1,305
+4% +$29.9K 0.08% 70
2023
Q4 		$685K Buy
29,434
+23
+0.1% +$508 0.09% 68
2023
Q3 		$640K Buy
29,411
+1,725
+6% +$38.5K 0.1% 71
2023
Q2 		$630K Sell
27,686
-1,994
-7% -$45.4K 0.09% 75
2023
Q1 		$683K Buy
29,680
+5,210
+21% +$119K 0.11% 65
2022
Q4 		$546K Buy
+24,470
New +$541K 0.09% 68

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
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
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Willow Creek Wealth Management's SUSC Position: Q3 2025 in Review

Willow Creek Wealth Management held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q3 2025 at 34,237 shares worth $807K. The position accounts for 0.07% of the portfolio, ranked #84.

Willow Creek Wealth Management first reported a position in SUSC in Q4 2022 and has held it in 12 quarters since. 269 funds tracked by Wall St. Rank hold SUSC as of Q3 2025.

  • Willow Creek Wealth Management held 34,237 shares of iShares ESG Aware USD Corporate Bond ETF worth $807K as of Q3 2025.
  • Willow Creek Wealth Management left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q3 2025.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.07% of Willow Creek Wealth Management's portfolio in Q3 2025, its #84 holding.
  • Willow Creek Wealth Management first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.