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American Financial & Tax Strategies’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

American Financial & Tax Strategies’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 		$543K Buy
23,471
+31
+0.1% +$717 0.25% 72
2026
Q1 		$542K Buy
23,440
+358
+2% +$8.37K 0.26% 69
2025
Q4 		$540K Buy
23,082
+6,930
+43% +$163K 0.27% 67
2025
Q3 		$381K Buy
16,152
+1,387
+9% +$32.3K 0.19% 73
2025
Q2 		$343K Buy
14,765
+3,257
+28% +$74.3K 0.18% 76
2025
Q1 		$265K Sell
11,508
-1,063
-8% -$24.3K 0.14% 84
2024
Q4 		$286K Buy
12,571
+96
+0.8% +$2.22K 0.15% 81
2024
Q3 		$297K Buy
12,475
+746
+6% +$17.4K 0.15% 81
2024
Q2 		$266K Buy
11,729
+66
+0.6% +$1.49K 0.14% 87
2024
Q1 		$268K Buy
+11,663
New +$267K 0.14% 85

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

American Financial & Tax Strategies's SUSC Position: Q2 2026 in Review

American Financial & Tax Strategies increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.13% in Q2 2026, buying an estimated $717 and bringing the position to 23,471 shares worth $543K. The position accounts for 0.25% of the portfolio, ranked #72.

American Financial & Tax Strategies first reported a position in SUSC in Q1 2024 and has held it in 10 quarters since. 223 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • American Financial & Tax Strategies held 23,471 shares of iShares ESG Aware USD Corporate Bond ETF worth $543K as of Q2 2026.
  • American Financial & Tax Strategies bought 31 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $717.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.25% of American Financial & Tax Strategies's portfolio in Q2 2026, its #72 holding.
  • American Financial & Tax Strategies first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 223 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.