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

Apella 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
Q2 		$1.12M Sell
7,271
-93
-1% -$13.7K 0.02% 350
2026
Q1 		$1.06M Buy
7,364
+774
+12% +$107K 0.02% 352
2025
Q4 		$918K Buy
+6,590
New +$910K 0.02% 285

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Apella Capital's SUSA Position: Q2 2026 in Review

Apella Capital reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.3% in Q2 2026, selling an estimated $13.7K and leaving 7,271 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #350.

Apella Capital first reported a position in SUSA in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Apella Capital held 7,271 shares of iShares ESG Optimized MSCI USA ETF worth $1.12M as of Q2 2026.
  • Apella Capital sold 93 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $13.7K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #350 holding.
  • Apella Capital first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.