RCS Financial Planning
SUSC icon

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

RCS Financial Planning’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 		$1.34M Buy
61,284
+2,985
+5% +$67.5K 0.73% 27
2026
Q2 		$1.35M Buy
58,299
+4,200
+8% +$97.1K 0.64% 25
2026
Q1 		$1.25M Buy
54,099
+1,612
+3% +$37.7K 0.65% 26
2025
Q4 		$1.23M Buy
52,487
+23,222
+79% +$546K 0.53% 40
2025
Q3 		$689K Buy
+29,265
New +$682K 0.31% 55

Other funds holding SUSC

IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Invera Wealth Advisors
Invera Wealth Advisors Bend, Oregon $194M AUM 26.64% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RCS Financial Planning's SUSC Position: Q3 2026 in Review

RCS Financial Planning increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 5.1% in Q3 2026, buying an estimated $67.5K and bringing the position to 61,284 shares worth $1.34M. The position accounts for 0.73% of the portfolio, ranked #27.

RCS Financial Planning first reported a position in SUSC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.35M in Q2 2026. 105 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

  • RCS Financial Planning held 61,284 shares of iShares ESG Aware USD Corporate Bond ETF worth $1.34M as of Q3 2026.
  • RCS Financial Planning bought 2,985 iShares ESG Aware USD Corporate Bond ETF shares in Q3 2026, an estimated $67.5K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.73% of RCS Financial Planning's portfolio in Q3 2026, its #27 holding.
  • RCS Financial Planning first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • RCS Financial Planning's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.35M in Q2 2026.
  • 105 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.