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World Investment Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

World Investment Advisors’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 		$1.36M Sell
58,612
-1,173
-2% -$27.1K 0.02% 611
2026
Q1 		$1.38M Buy
59,785
+2,741
+5% +$64.1K 0.02% 609
2025
Q4 		$1.33M Buy
57,044
+7,768
+16% +$183K 0.02% 586
2025
Q3 		$1.16M Buy
49,276
+6,461
+15% +$150K 0.02% 528
2025
Q2 		$995K Buy
42,815
+3,759
+10% +$85.7K 0.02% 522
2025
Q1 		$901K Buy
39,056
+2,698
+7% +$61.7K 0.02% 537
2024
Q4 		$826K Sell
36,358
-1,032
-3% -$23.9K 0.02% 525
2024
Q3 		$890K Sell
37,390
-6
-0% -$140 0.03% 456
2024
Q2 		$850K Buy
37,396
+1,851
+5% +$41.9K 0.05% 299
2024
Q1 		$817K Buy
35,545
+5,474
+18% +$126K 0.12% 158
2023
Q4 		$700K Buy
30,071
+5,108
+20% +$113K 0.09% 184
2023
Q3 		$543K Sell
24,963
-835
-3% -$18.6K 0.11% 135
2023
Q2 		$587K Sell
25,798
-912
-3% -$20.8K 0.11% 122
2023
Q1 		$615K Buy
26,710
+17,221
+181% +$393K 0.13% 118
2022
Q4 		$212K Buy
+9,489
New +$210K 0.05% 218

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

World Investment Advisors's SUSC Position: Q2 2026 in Review

World Investment Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 2% in Q2 2026, selling an estimated $27.1K and leaving 58,612 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #611.

World Investment Advisors first reported a position in SUSC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.38M in Q1 2026. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • World Investment Advisors held 58,612 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.36M as of Q2 2026.
  • World Investment Advisors sold 1,173 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $27.1K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #611 holding.
  • World Investment Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • World Investment Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.38M in Q1 2026.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.