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

Level Financial 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 		– Sell
-20,448
Closed -$473K – 97
2026
Q2 		$473K Buy
+20,448
New +$473K 0.11% 69
2026
Q1 		– Sell
-9,195
Closed -$215K – 97
2025
Q4 		$215K Sell
9,195
-65
-0.7% -$1.53K 0.06% 92
2025
Q3 		$218K Sell
9,260
-3,930
-30% -$91.5K 0.06% 93
2025
Q2 		$306K Buy
13,190
+275
+2% +$6.27K 0.1% 74
2025
Q1 		$298K Sell
12,915
-67
-0.5% -$1.53K 0.1% 74
2024
Q4 		$295K Sell
12,982
-53
-0.4% -$1.23K 0.11% 69
2024
Q3 		$310K Sell
13,035
-159
-1% -$3.71K 0.12% 64
2024
Q2 		$300K Hold
13,194
– – 0.13% 58
2024
Q1 		$303K Sell
13,194
-196
-1% -$4.5K 0.14% 59
2023
Q4 		$312K Sell
13,390
-3,162
-19% -$69.9K 0.15% 54
2023
Q3 		$360K Sell
16,552
-3,929
-19% -$87.6K 0.2% 47
2023
Q2 		$466K Sell
20,481
-5,251
-20% -$120K 0.26% 41
2023
Q1 		$592K Sell
25,732
-5,627
-18% -$128K 0.36% 34
2022
Q4 		$699K Buy
31,359
+1,081
+4% +$23.9K 0.46% 29
2022
Q3 		$659K Buy
30,278
+683
+2% +$15.8K 0.49% 28
2022
Q2 		$685K Sell
29,595
-11,284
-28% -$267K 0.5% 24
2022
Q1 		$1.03M Buy
40,879
+13,743
+51% +$356K 0.79% 20
2021
Q4 		$741K Buy
+27,136
New +$745K 0.57% 24

Other funds holding SUSC

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
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 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
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Level Financial Advisors's SUSC Position: Q3 2026 in Review

Level Financial Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q3 2026, closing a stake of 20,448 shares — an estimated $473K sold.

Level Financial Advisors first reported a position in SUSC in Q4 2021 and held it in 18 quarters. The position peaked at $1.03M in Q1 2022. 26 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • Level Financial Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Level Financial Advisors sold 20,448 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $473K.
  • Level Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and held it in 18 quarters.
  • Level Financial Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.03M in Q1 2022.
  • 26 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.