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

Capital Advisors 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
Q3 		$311K Buy
1,999
+1
+0.1% +$156 0.04% 185
2026
Q2 		$308K Buy
1,998
+7
+0.4% +$1.03K 0.04% 186
2026
Q1 		$263K Sell
1,991
-36
-2% -$4.99K 0.04% 184
2025
Q4 		$282K Buy
2,027
+3
+0.1% +$414 0.04% 180
2025
Q3 		$275K Sell
2,024
-103
-5% -$13.5K 0.04% 178
2025
Q2 		$270K Sell
2,127
-103
-5% -$12.1K 0.04% 163
2025
Q1 		$256K Sell
2,230
-7
-0.3% -$849 0.05% 152
2024
Q4 		$272K Sell
2,237
-22
-1% -$2.7K 0.05% 141
2024
Q3 		$272K Buy
2,259
+5
+0.2% +$577 0.05% 137
2024
Q2 		$253K Sell
2,254
-300
-12% -$32.5K 0.05% 128
2024
Q1 		$279K Sell
2,554
-15
-0.6% -$1.56K 0.06% 121
2023
Q4 		$258K Buy
2,569
+194
+8% +$18.1K 0.06% 121
2023
Q3 		$214K Buy
2,375
+25
+1% +$2.35K 0.06% 124
2023
Q2 		$220K Buy
2,350
+53
+2% +$4.71K 0.06% 122
2023
Q1 		$202K Buy
+2,297
New +$197K 0.06% 130

Other funds holding SUSA

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Capital Advisors Wealth Management's SUSA Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.05% in Q3 2026, buying an estimated $156 and bringing the position to 1,999 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #185.

Capital Advisors Wealth Management first reported a position in SUSA in Q1 2023 and has held it in 15 quarters since. 26 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Capital Advisors Wealth Management held 1,999 shares of iShares ESG Optimized MSCI USA ETF worth $311K as of Q3 2026.
  • Capital Advisors Wealth Management bought 1 iShares ESG Optimized MSCI USA ETF share in Q3 2026, an estimated $156.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #185 holding.
  • Capital Advisors Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 15 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.