AlphaCore Capital’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

AlphaCore Capital’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	$289K	Buy	+1,855	New	+$289K	﹤0.01%	1119

Other funds holding SUSA

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Farrow Financial Randolph, Vermont $188M AUM 14.45% 1-Year Est. Return

AlphaCore Capital's SUSA Position: Q3 2026 in Review

AlphaCore Capital opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2026: 1,855 shares worth $289K. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings.

356 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

AlphaCore Capital held 1,855 shares of iShares ESG Optimized MSCI USA ETF worth $289K as of Q3 2026.
iShares ESG Optimized MSCI USA ETF was a new AlphaCore Capital position in Q3 2026.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1119 holding.
356 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.