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

Bear Mountain 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 		$6.08M Buy
39,189
+735
+2% +$109K 1.76% 13
2026
Q1 		$5.53M Buy
38,454
+949
+3% +$132K 1.66% 13
2025
Q4 		$5.32M Buy
37,505
+112
+0.3% +$15.5K 1.72% 13
2025
Q3 		$5.13M Sell
37,393
-506
-1% -$66.1K 1.72% 13
2025
Q2 		$4.85M Buy
37,899
+1,507
+4% +$178K 1.74% 13
2025
Q1 		$4.16M Buy
36,392
+714
+2% +$86.6K 1.61% 13
2024
Q4 		$4.51M Sell
35,678
-1,231
-3% -$151K 1.75% 13
2024
Q3 		$4.47M Sell
36,909
-583
-2% -$67.3K 1.76% 13
2024
Q2 		$4.35M Buy
37,492
+1,291
+4% +$140K 1.77% 13
2024
Q1 		$3.74M Sell
36,201
-5,247
-13% -$546K 1.61% 13
2023
Q4 		$4.14M Buy
+41,448
New +$3.87M 1.74% 12

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
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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bear Mountain Capital's SUSA Position: Q2 2026 in Review

Bear Mountain Capital increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.9% in Q2 2026, buying an estimated $109K and bringing the position to 39,189 shares worth $6.08M. The position accounts for 1.76% of the portfolio, ranked #13.

Bear Mountain Capital first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. 231 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Bear Mountain Capital held 39,189 shares of iShares ESG Optimized MSCI USA ETF worth $6.08M as of Q2 2026.
  • Bear Mountain Capital bought 735 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $109K.
  • iShares ESG Optimized MSCI USA ETF made up 1.76% of Bear Mountain Capital's portfolio in Q2 2026, its #13 holding.
  • Bear Mountain Capital first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.