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BridgePort Financial Solutions’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

BridgePort Financial Solutions’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 		$423K Sell
2,739
-244
-8% -$36K 0.11% 150
2026
Q1 		$394K Sell
2,983
-58
-2% -$8.04K 0.11% 144
2025
Q4 		$424K Sell
3,041
-24
-0.8% -$3.31K 0.11% 145
2025
Q3 		$416K Buy
3,065
+124
+4% +$16.2K 0.11% 144
2025
Q2 		$373K Hold
2,941
– – 0.12% 131
2025
Q1 		$338K Hold
2,941
– – 0.15% 115
2024
Q4 		$354K Buy
+2,941
New +$361K 0.16% 115

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

BridgePort Financial Solutions's SUSA Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 8.2% in Q2 2026, selling an estimated $36K and leaving 2,739 shares worth $423K. The position accounts for 0.11% of the portfolio, ranked #150.

BridgePort Financial Solutions first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $424K in Q4 2025. 169 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • BridgePort Financial Solutions held 2,739 shares of iShares ESG Optimized MSCI USA ETF worth $423K as of Q2 2026.
  • BridgePort Financial Solutions sold 244 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $36K.
  • iShares ESG Optimized MSCI USA ETF made up 0.11% of BridgePort Financial Solutions's portfolio in Q2 2026, its #150 holding.
  • BridgePort Financial Solutions first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • BridgePort Financial Solutions's iShares ESG Optimized MSCI USA ETF position peaked at $424K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.