KFAA
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Klaas Financial Asset Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Klaas Financial Asset 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 		$253K Sell
10,943
-1,193
-10% -$27.6K 0.03% 56
2026
Q1 		$281K Sell
12,136
-137,381
-92% -$3.21M 0.04% 55
2025
Q4 		$3.5M Sell
149,517
-3,196
-2% -$75.2K 0.51% 21
2025
Q3 		$3.6M Sell
152,713
-3,688
-2% -$85.9K 0.54% 22
2025
Q2 		$3.63M Buy
156,401
+1,797
+1% +$41K 0.58% 21
2025
Q1 		$3.57M Buy
154,604
+3,267
+2% +$74.7K 0.61% 21
2024
Q4 		$3.44M Buy
151,337
+32,230
+27% +$746K 0.61% 21
2024
Q3 		$2.83M Buy
119,107
+264
+0.2% +$6.17K 0.49% 22
2024
Q2 		$2.7M Buy
118,843
+20,113
+20% +$455K 0.5% 24
2024
Q1 		$2.27M Buy
98,730
+6,025
+6% +$138K 0.45% 24
2023
Q4 		$2.16M Sell
92,705
-12,192
-12% -$269K 0.45% 24
2023
Q3 		$2.28M Buy
104,897
+15,724
+18% +$351K 0.52% 25
2023
Q2 		$2.03M Buy
89,173
+15,002
+20% +$342K 0.45% 24
2023
Q1 		$1.71M Buy
74,171
+3,057
+4% +$69.8K 0.39% 26
2022
Q4 		$1.59M Buy
71,114
+9,155
+15% +$202K 0.39% 27
2022
Q3 		$1.35M Buy
61,959
+26,134
+73% +$605K 0.34% 27
2022
Q2 		$829K Buy
35,825
+5,031
+16% +$119K 0.21% 35
2022
Q1 		$774K Buy
30,794
+11,294
+58% +$292K 0.18% 36
2021
Q4 		$532K Buy
19,500
+5,502
+39% +$151K 0.12% 40
2021
Q3 		$385K Buy
13,998
+10,910
+353% +$304K 0.09% 41
2021
Q2 		$86K Buy
3,088
+2,850
+1,197% +$77.8K 0.02% 45
2021
Q1 		$6K Buy
+238
New +$6.55K ﹤0.01% 75

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Klaas Financial Asset Advisors's SUSC Position: Q2 2026 in Review

Klaas Financial Asset Advisors reduced its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 9.8% in Q2 2026, selling an estimated $27.6K and leaving 10,943 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #56.

Klaas Financial Asset Advisors first reported a position in SUSC in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.63M in Q2 2025. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Klaas Financial Asset Advisors held 10,943 shares of iShares ESG Aware USD Corporate Bond ETF worth $253K as of Q2 2026.
  • Klaas Financial Asset Advisors sold 1,193 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $27.6K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.03% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #56 holding.
  • Klaas Financial Asset Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Klaas Financial Asset Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $3.63M in Q2 2025.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.