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

CoreCap 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 		$39.6K Sell
1,804
-178
-9% -$4.03K ﹤0.01% 1508
2026
Q2 		$46K Buy
1,982
+35
+2% +$809 ﹤0.01% 1446
2026
Q1 		$45.1K Hold
1,947
– – ﹤0.01% 1354
2025
Q4 		$45.5K Buy
1,947
+143
+8% +$3.36K ﹤0.01% 1376
2025
Q3 		$42.5K Hold
1,804
– – ﹤0.01% 1392
2025
Q2 		$41.9K Hold
1,804
– – ﹤0.01% 1324
2025
Q1 		$41.6K Hold
1,804
– – ﹤0.01% 1253
2024
Q4 		$41K Hold
1,804
– – ﹤0.01% 1275
2024
Q3 		$42.9K Buy
1,804
+344
+24% +$8.03K ﹤0.01% 1260
2024
Q2 		$33.2K Hold
1,460
– – ﹤0.01% 763
2024
Q1 		$33.6K Buy
+1,460
New +$33.5K ﹤0.01% 1270
2022
Q4 		$12.2K Buy
+546
New +$12.1K ﹤0.01% 1478
2022
Q3 		– Sell
-327
Closed -$8K – 1892
2022
Q2 		$8K Buy
+327
New +$7.75K ﹤0.01% 1545

Other funds holding SUSC

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CoreCap Advisors's SUSC Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 9% in Q3 2026, selling an estimated $4.03K and leaving 1,804 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

CoreCap Advisors first reported a position in SUSC in Q2 2022 and has held it in 13 quarters since. The position peaked at $46K in Q2 2026. 11 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • CoreCap Advisors held 1,804 shares of iShares ESG Aware USD Corporate Bond ETF worth $39.6K as of Q3 2026.
  • CoreCap Advisors sold 178 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $4.03K.
  • iShares ESG Aware USD Corporate Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1508 holding.
  • CoreCap Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2022 and has held it in 13 quarters since.
  • CoreCap Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $46K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.