Affinity Capital Advisors
SUSC icon

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
Q3 		$1.4M Buy
63,693
+26,160
+70% +$592K 0.16% 63
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

SG
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
B
Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 1-Year Est. Return

Affinity Capital Advisors's SUSC Position: Q3 2026 in Review

Affinity Capital Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 70% in Q3 2026, buying an estimated $592K and bringing the position to 63,693 shares worth $1.4M. The position accounts for 0.16% of the portfolio, ranked #63.

Affinity Capital Advisors first reported a position in SUSC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q1 2025. 54 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • Affinity Capital Advisors held 63,693 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.4M as of Q3 2026.
  • Affinity Capital Advisors bought 26,160 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $592K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.16% of Affinity Capital Advisors's portfolio in Q3 2026, its #63 holding.
  • Affinity Capital Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Affinity Capital Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.58M in Q1 2025.
  • 54 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.