Finley Financial, LLC SUSC — ISHARES TR ESG AWRE USD ETF

Ownership history in Finley Financial, LLC  ·  7 quarters on record

AI Ownership Summary

Finley Financial, LLC reported ISHARES TR ESG AWRE USD ETF (SUSC) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.14% in 2025 Q1. The latest visible filing shows SUSC at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SUSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Finley Financial, LLC's position in ISHARES TR ESG AWRE USD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SUSC was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SUSC stock page Finley Financial, LLC fund profile Finley Financial, LLC full holdings
How Finley Financial, LLC held SUSC — position size vs. price
% of Fund (quarterly)    SUSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 10,850 — 0% 0.10% $251K 2026-07-08 $22.90
2026 Q1 UNCHANGED — — — 10,850 — 0% 0.12% $251K 2026-04-23 $23.06
2025 Q4 UNCHANGED — — — 10,850 — 0% 0.12% $254K 2026-01-21 $23.00
2025 Q3 UNCHANGED — — — 10,850 — 0% 0.12% $256K 2025-10-23 $23.05
2025 Q2 UNCHANGED — — — 10,850 — 0% 0.13% $252K 2025-07-09 $22.15
2025 Q1 UNCHANGED — — — 10,850 — 0% 0.14% $250K 2025-05-13 $21.63
2024 Q4 INITIATED — — — 10,850 — — 0.13% $246K 2025-01-17 $21.33

🏢 Other funds also holding SUSC

As of 2026 Q2 — sorted by position size

Colorado Capital Management, Inc. 3Y 7Y 1.61% BIRCHBROOK, INC. 0.81% Archer Investment Management, LLC 0.63% Sharkey, Howes & Javer 3Y 7Y 0.4% Affinity Capital Advisors, LLC 3Y 0.11% WARNER FINANCIAL, INC 3Y 0.07% Centurion Wealth Management LLC 3Y 0.06% Trilogy Capital Inc. 3Y 7Y 0.05% SigFig Wealth Management, LLC 3Y 7Y 0.04% Focus Financial Network, Inc. 0.02%

FAQ About Finley Financial, LLC and SUSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Finley Financial, LLC reported owning SUSC?

Finley Financial, LLC reported SUSC across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported SUSC position in Finley Financial, LLC's portfolio?

The largest reported portfolio weight for SUSC was 0.14% in 2025 Q1.

What is the latest reported SUSC position on this page?

The most recent filing on this page is 2026 Q2, when Finley Financial, LLC reported 10,850 shares, equal to 0.10% of portfolio, with an estimated market value of $251K.

What does the chart on this SUSC ownership page compare?

The chart compares Finley Financial, LLC's quarterly SUSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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