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

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return