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Bar Harbor Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bar Harbor Wealth 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
Q2 		$361K Hold
2,337
– – 0.02% 210
2026
Q1 		$309K Sell
2,337
-24
-1% -$3.33K 0.02% 219
2025
Q4 		$329K Buy
2,361
+19
+0.8% +$2.62K 0.02% 214
2025
Q3 		$318K Sell
2,342
-60
-2% -$7.84K 0.02% 216
2025
Q2 		$304K Sell
2,402
-300
-11% -$35.4K 0.02% 213
2025
Q1 		$310K Sell
2,702
-75
-3% -$9.09K 0.02% 210
2024
Q4 		$338K Buy
2,777
+94
+4% +$11.5K 0.02% 204
2024
Q3 		$323K Hold
2,683
– – 0.02% 219
2024
Q2 		$301K Buy
2,683
+800
+42% +$86.7K 0.02% 217
2024
Q1 		$206K Sell
1,883
-190
-9% -$19.8K 0.01% 248
2023
Q4 		$208K Buy
+2,073
New +$193K 0.02% 240

Other funds holding SUSA

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Bar Harbor Wealth Management's SUSA Position: Q2 2026 in Review

Bar Harbor Wealth Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,337 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #210.

Bar Harbor Wealth Management first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. 89 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Bar Harbor Wealth Management held 2,337 shares of iShares ESG Optimized MSCI USA ETF worth $361K as of Q2 2026.
  • Bar Harbor Wealth Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Bar Harbor Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.