Two West Capital Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Two West Capital 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	$230K	Buy	+10,086	New	+$233K	0.11%	99
2026 Q1	–	Sell	-12,569	Closed	-$294K	–	105
2025 Q4	$294K	Buy	12,569 +513	+4%	+$12.1K	0.17%	81
2025 Q3	$287K	Buy	12,056 +1,468	+14%	+$34.2K	0.17%	79
2025 Q2	$245K	Buy	+10,588	New	+$242K	0.16%	81

Other funds holding SUSC

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Two West Capital Advisors's SUSC Position: Q2 2026 in Review

Two West Capital Advisors opened a new position in iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q2 2026: 10,086 shares worth $230K. The stake represents 0.11% of the portfolio and ranks #99 among its holdings. This is a return to the name: Two West Capital Advisors previously reported a position in SUSC as recently as Q4 2025.

Two West Capital Advisors first reported a position in SUSC in Q2 2025 and has held it in 4 quarters since. The position peaked at $294K in Q4 2025. 92 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

Two West Capital Advisors held 10,086 shares of iShares ESG Aware USD Corporate Bond ETF worth $230K as of Q2 2026.
iShares ESG Aware USD Corporate Bond ETF was a new Two West Capital Advisors position in Q2 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.11% of Two West Capital Advisors's portfolio in Q2 2026, its #99 holding.
Two West Capital Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
Two West Capital Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $294K in Q4 2025.
92 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.