LFA
SUSC icon

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
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

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

Level Financial Advisors's SUSC Position: Q2 2026 in Review

Level Financial Advisors opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026: 20,448 shares worth $473K. The stake represents 0.11% of the portfolio and ranks #69 among its holdings. This is a return to the name: Level Financial Advisors previously reported a position in SUSC as recently as Q4 2025.

Level Financial Advisors first reported a position in SUSC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q1 2022. 304 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Level Financial Advisors held 20,448 shares of iShares ESG Aware USD Corporate Bond ETF worth $473K as of Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF was a new Level Financial Advisors position in Q2 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.11% of Level Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Level Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Level Financial Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.03M in Q1 2022.
  • 304 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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