Clarity Asset Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Clarity Asset 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	–	Sell	-38	Closed	-$5.06K	–	243
2026 Q1	$5.06K	Hold	38	–	–	﹤0.01%	247
2025 Q4	$5.33K	Hold	38	–	–	﹤0.01%	209
2025 Q3	$5.17K	Hold	38	–	–	﹤0.01%	205
2025 Q2	$4.82K	Hold	38	–	–	﹤0.01%	212
2025 Q1	$4.36K	Hold	38	–	–	﹤0.01%	180
2024 Q4	$4.6K	Hold	38	–	–	﹤0.01%	179
2024 Q3	$4.54K	Hold	38	–	–	﹤0.01%	165
2024 Q2	$4.22K	Hold	38	–	–	﹤0.01%	158
2024 Q1	$4.1K	Sell	38 -260	-87%	-$27.1K	﹤0.01%	168
2023 Q4	$30K	Buy	+298	New	+$27.8K	0.02%	118

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Clarity Asset Management's SUSA Position: Q2 2026 in Review

Clarity Asset Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 38 shares — an estimated $5.06K sold.

Clarity Asset Management first reported a position in SUSA in Q4 2023 and held it in 10 quarters. The position peaked at $30K in Q4 2023. 172 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Clarity Asset Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 38 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $5.06K.
Clarity Asset Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and held it in 10 quarters.
Clarity Asset Management's iShares ESG Optimized MSCI USA ETF position peaked at $30K in Q4 2023.
172 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.