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

Brookstone Capital 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 		$6.04M Buy
39,116
+2,562
+7% +$378K 0.06% 302
2026
Q1 		$4.83M Buy
36,554
+1,446
+4% +$200K 0.06% 326
2025
Q4 		$4.89M Buy
35,108
+2,027
+6% +$280K 0.06% 315
2025
Q3 		$4.49M Buy
33,081
+2,321
+8% +$303K 0.05% 317
2025
Q2 		$3.9M Sell
30,760
-2,309
-7% -$272K 0.05% 320
2025
Q1 		$3.8M Sell
33,069
-2,280
-6% -$276K 0.05% 314
2024
Q4 		$4.3M Buy
35,349
+465
+1% +$57K 0.06% 273
2024
Q3 		$4.2M Buy
34,884
+304
+0.9% +$35.1K 0.06% 270
2024
Q2 		$4M Sell
34,580
-539
-2% -$58.4K 0.07% 268
2024
Q1 		$3.83M Sell
35,119
-1,878
-5% -$196K 0.07% 256
2023
Q4 		$3.72M Sell
36,997
-3,158
-8% -$295K 0.07% 232
2023
Q3 		$3.57M Sell
40,155
-595
-1% -$56K 0.08% 222
2023
Q2 		$3.78M Sell
40,750
-828
-2% -$73.6K 0.08% 235
2023
Q1 		$3.65M Sell
41,578
-3,583
-8% -$308K 0.07% 236
2022
Q4 		$3.77M Sell
45,161
-23,008
-34% -$1.9M 0.08% 207
2022
Q3 		$5.17M Sell
68,169
-20,744
-23% -$1.76M 0.12% 158
2022
Q2 		$7.39M Sell
88,913
-8,140
-8% -$715K 0.16% 139
2022
Q1 		$9.14M Buy
97,053
+145
+0.1% +$14.1K 0.18% 114
2021
Q4 		$9.99M Buy
96,908
+10,756
+12% +$1.11M 0.17% 118
2021
Q3 		$8.41M Buy
86,152
+4,993
+6% +$493K 0.15% 130
2021
Q2 		$7.87M Buy
81,159
+26,217
+48% +$2.42M 0.14% 137
2021
Q1 		$4.83M Buy
54,942
+16,416
+43% +$1.4M 0.18% 105
2020
Q4 		$3.17M Buy
38,526
+10,554
+38% +$825K 0.13% 135
2020
Q3 		$2.06M Buy
27,972
+3,536
+14% +$255K 0.1% 142
2020
Q2 		$1.63M Buy
+24,436
New +$1.53M 0.1% 140

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
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
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Brookstone Capital Management's SUSA Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 7% in Q2 2026, buying an estimated $378K and bringing the position to 39,116 shares worth $6.04M. The position accounts for 0.06% of the portfolio, ranked #302.

Brookstone Capital Management first reported a position in SUSA in Q2 2020 and has held it in 25 quarters since. The position peaked at $9.99M in Q4 2021. 89 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Brookstone Capital Management held 39,116 shares of iShares ESG Optimized MSCI USA ETF worth $6.04M as of Q2 2026.
  • Brookstone Capital Management bought 2,562 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $378K.
  • iShares ESG Optimized MSCI USA ETF made up 0.06% of Brookstone Capital Management's portfolio in Q2 2026, its #302 holding.
  • Brookstone Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • Brookstone Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $9.99M in Q4 2021.
  • 89 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.