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

CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return