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CoreCap Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

CoreCap Advisors’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 		$74.4K Hold
478
– – ﹤0.01% 1229
2026
Q2 		$73.8K Hold
478
– – ﹤0.01% 1240
2026
Q1 		$63.1K Hold
478
– – ﹤0.01% 1205
2025
Q4 		$66.6K Hold
478
– – ﹤0.01% 1189
2025
Q3 		$64.8K Hold
478
– – ﹤0.01% 1206
2025
Q2 		$60.6K Hold
478
– – ﹤0.01% 1166
2025
Q1 		$54.9K Hold
478
– – ﹤0.01% 1137
2024
Q4 		$58.1K Hold
478
– – ﹤0.01% 1129
2024
Q3 		$57.5K Buy
+478
New +$55.1K ﹤0.01% 1129
2024
Q2 		– Sell
-478
Closed -$52.2K – 2460
2024
Q1 		$52.2K Buy
+478
New +$49.8K ﹤0.01% 1086
2022
Q4 		$39.3K Buy
+478
New +$39.4K ﹤0.01% 1070
2022
Q3 		– Sell
-478
Closed -$39K – 1891
2022
Q2 		$39K Buy
+478
New +$42K ﹤0.01% 1016
2022
Q1 		– Sell
-478
Closed -$51K – 1895
2021
Q4 		$51K Buy
+478
New +$49.1K ﹤0.01% 993

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

CoreCap Advisors's SUSA Position: Q3 2026 in Review

CoreCap Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2026 at 478 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

CoreCap Advisors first reported a position in SUSA in Q4 2021 and has held it in 13 quarters since. 26 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • CoreCap Advisors held 478 shares of iShares ESG Optimized MSCI USA ETF worth $74.4K as of Q3 2026.
  • CoreCap Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1229 holding.
  • CoreCap Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 13 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.