FF
SUSC icon

Finley Financial’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Finley Financial’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 		$251K Hold
10,850
– – 0.1% 63
2026
Q1 		$251K Hold
10,850
– – 0.12% 61
2025
Q4 		$254K Hold
10,850
– – 0.12% 61
2025
Q3 		$256K Hold
10,850
– – 0.12% 61
2025
Q2 		$252K Hold
10,850
– – 0.13% 63
2025
Q1 		$250K Hold
10,850
– – 0.14% 60
2024
Q4 		$246K Buy
+10,850
New +$251K 0.13% 62

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

Finley Financial's SUSC Position: Q2 2026 in Review

Finley Financial held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q2 2026 at 10,850 shares worth $251K. The position accounts for 0.1% of the portfolio, ranked #63.

Finley Financial first reported a position in SUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $256K in Q3 2025. 196 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Finley Financial held 10,850 shares of iShares ESG Aware USD Corporate Bond ETF worth $251K as of Q2 2026.
  • Finley Financial left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.1% of Finley Financial's portfolio in Q2 2026, its #63 holding.
  • Finley Financial first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Finley Financial's iShares ESG Aware USD Corporate Bond ETF position peaked at $256K in Q3 2025.
  • 196 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.