Affinity Capital Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Affinity Capital 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	$866K	Sell	37,533 -16,525	-31%	-$382K	0.11%	80
2026 Q1	$1.25M	Sell	54,058 -2,612	-5%	-$61.1K	0.18%	60
2025 Q4	$1.33M	Sell	56,670 -4,441	-7%	-$104K	0.18%	60
2025 Q3	$1.44M	Sell	61,111 -3,008	-5%	-$70.1K	0.22%	56
2025 Q2	$1.49M	Sell	64,119 -6,288	-9%	-$143K	0.26%	52
2025 Q1	$1.58M	Buy	70,407 +25,421	+57%	+$582K	0.31%	48
2024 Q4	$1.01M	Buy	44,986 +9,183	+26%	+$213K	0.19%	62
2024 Q3	$852K	Buy	35,803 +3,040	+9%	+$71K	0.17%	70
2024 Q2	$744K	Buy	32,763 +10,591	+48%	+$240K	0.16%	73
2024 Q1	$510K	Buy	22,172 +5,809	+36%	+$133K	0.11%	91
2023 Q4	$381K	Buy	+16,363	New	+$362K	0.09%	100

Other funds holding SUSC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 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

Affinity Capital Advisors's SUSC Position: Q2 2026 in Review

Affinity Capital Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 31% in Q2 2026, selling an estimated $382K and leaving 37,533 shares worth $866K. The position accounts for 0.11% of the portfolio, ranked #80.

Affinity Capital Advisors first reported a position in SUSC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.58M in Q1 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Affinity Capital Advisors held 37,533 shares of iShares ESG Aware USD Corporate Bond ETF worth $866K as of Q2 2026.
Affinity Capital Advisors sold 16,525 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $382K.
iShares ESG Aware USD Corporate Bond ETF made up 0.11% of Affinity Capital Advisors's portfolio in Q2 2026, its #80 holding.
Affinity Capital Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Affinity Capital Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.58M in Q1 2025.
305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.