Kroeger Financial Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Kroeger Financial Partners’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.87K	Buy	+51	New	+$7.53K	0.01%	120

Other funds holding SUSA

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

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

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kroeger Financial Partners's SUSA Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 51 shares worth $7.87K. The stake represents 0.01% of the portfolio and ranks #120 among its holdings.

214 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Kroeger Financial Partners held 51 shares of iShares ESG Optimized MSCI USA ETF worth $7.87K as of Q2 2026.
iShares ESG Optimized MSCI USA ETF was a new Kroeger Financial Partners position in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Kroeger Financial Partners's portfolio in Q2 2026, its #120 holding.
214 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.