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

Connecticut 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 Q2	$958K	Buy	6,207 +1,947	+46%	+$287K	0.04%	169
2026 Q1	$563K	Buy	4,260 +336	+9%	+$46.6K	0.02%	216
2025 Q4	$547K	Buy	3,924 +837	+27%	+$116K	0.02%	220
2025 Q3	$419K	Buy	3,087 +5	+0.2%	+$653	0.02%	244
2025 Q2	$391K	Buy	3,082 +223	+8%	+$26.3K	0.02%	233
2025 Q1	$328K	Buy	+2,859	New	+$347K	0.02%	251

Other funds holding SUSA

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Farrow Financial Randolph, Vermont $187M AUM 21.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Connecticut Wealth Management's SUSA Position: Q2 2026 in Review

Connecticut Wealth Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 46% in Q2 2026, buying an estimated $287K and bringing the position to 6,207 shares worth $958K. The position accounts for 0.04% of the portfolio, ranked #169.

Connecticut Wealth Management first reported a position in SUSA in Q1 2025 and has held it in 6 quarters since. 302 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Connecticut Wealth Management held 6,207 shares of iShares ESG Optimized MSCI USA ETF worth $958K as of Q2 2026.
Connecticut Wealth Management bought 1,947 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $287K.
iShares ESG Optimized MSCI USA ETF made up 0.04% of Connecticut Wealth Management's portfolio in Q2 2026, its #169 holding.
Connecticut Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
302 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.