Acropolis Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Acropolis Investment Management’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 Q3	$375K	Hold	2,407	–	–	0.02%	214
2026 Q2	$371K	Sell	2,407 -133	-5%	-$19.6K	0.01%	224
2026 Q1	$336K	Hold	2,540	–	–	0.01%	216
2025 Q4	$354K	Hold	2,540	–	–	0.02%	216
2025 Q3	$322K	Hold	2,540	–	–	0.02%	216
2025 Q2	$322K	Hold	2,540	–	–	0.02%	189
2025 Q1	$292K	Hold	2,540	–	–	0.02%	191
2024 Q4	$309K	Sell	2,540 -205	-7%	-$25.1K	0.02%	188
2024 Q3	$330K	Hold	2,745	–	–	0.02%	180
2024 Q2	$308K	Hold	2,745	–	–	0.02%	182
2024 Q1	$300K	Sell	2,745 -225	-8%	-$23.4K	0.02%	183
2023 Q4	$299K	Hold	2,970	–	–	0.02%	180
2023 Q3	$267K	Hold	2,970	–	–	0.02%	188
2023 Q2	$278K	Hold	2,970	–	–	0.02%	177
2023 Q1	$261K	Hold	2,970	–	–	0.02%	179
2022 Q4	$244K	Hold	2,970	–	–	0.02%	179
2022 Q3	$225K	Hold	2,970	–	–	0.02%	177
2022 Q2	$240K	Sell	2,970 -220	-7%	-$19.3K	0.02%	173
2022 Q1	$309K	Hold	3,190	–	–	0.03%	155
2021 Q4	$339K	Sell	3,190 -200	-6%	-$20.6K	0.03%	149
2021 Q3	$324K	Sell	3,390 -180	-5%	-$17.8K	0.04%	146
2021 Q2	$341K	Hold	3,570	–	–	0.03%	146
2021 Q1	$314K	Hold	3,570	–	–	0.03%	149
2020 Q4	$294K	Hold	3,570	–	–	0.03%	146
2020 Q3	$263K	Hold	3,570	–	–	0.03%	140
2020 Q2	$239K	Hold	3,570	–	–	0.03%	139
2020 Q1	$196K	Hold	3,570	–	–	0.03%	136
2019 Q4	$239K	Hold	3,570	–	–	0.03%	128
2019 Q3	$221K	Hold	3,570	–	–	0.03%	126
2019 Q2	$218K	Hold	3,570	–	–	0.03%	116
2019 Q1	$211K	Hold	3,570	–	–	0.03%	116
2018 Q4	$184K	Hold	3,570	–	–	0.03%	120
2018 Q3	$213K	Hold	3,570	–	–	0.03%	115
2018 Q2	$201K	Hold	3,570	–	–	0.03%	116
2018 Q1	$198K	Hold	3,570	–	–	0.03%	117
2017 Q4	$198K	Buy	+3,570	New	+$194K	0.03%	121

Other funds holding SUSA

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

NCTC

New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Acropolis Investment Management's SUSA Position: Q3 2026 in Review

Acropolis Investment Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2026 at 2,407 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #214.

Acropolis Investment Management first reported a position in SUSA in Q4 2017 and has held it in 36 quarters since. 26 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

Acropolis Investment Management held 2,407 shares of iShares ESG Optimized MSCI USA ETF worth $375K as of Q3 2026.
Acropolis Investment Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2026.
iShares ESG Optimized MSCI USA ETF made up 0.02% of Acropolis Investment Management's portfolio in Q3 2026, its #214 holding.
Acropolis Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and has held it in 36 quarters since.
26 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.