WF
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Warner Financial’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Warner Financial’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 		$228K Buy
9,827
+50
+0.5% +$1.16K 0.07% 141
2026
Q1 		$226K Buy
9,777
+31
+0.3% +$725 0.08% 132
2025
Q4 		$228K Buy
+9,746
New +$229K 0.08% 128

Other funds holding SUSC

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
I
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Warner Financial's SUSC Position: Q2 2026 in Review

Warner Financial increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 0.51% in Q2 2026, buying an estimated $1.16K and bringing the position to 9,827 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #141.

Warner Financial first reported a position in SUSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $228K in Q4 2025. 144 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Warner Financial held 9,827 shares of iShares ESG Aware USD Corporate Bond ETF worth $228K as of Q2 2026.
  • Warner Financial bought 50 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $1.16K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.07% of Warner Financial's portfolio in Q2 2026, its #141 holding.
  • Warner Financial first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Warner Financial's iShares ESG Aware USD Corporate Bond ETF position peaked at $228K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.