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Corepath Wealth Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Corepath Wealth Partners’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 		$529K Sell
3,441
-20
-0.6% -$2.95K 0.33% 22
2026
Q1 		$476K Buy
3,461
+234
+7% +$32.4K 0.32% 23
2025
Q4 		$459K Buy
3,227
+7
+0.2% +$967 0.31% 24
2025
Q3 		$441K Buy
+3,220
New +$421K 0.32% 25

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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Corepath Wealth Partners's SUSA Position: Q2 2026 in Review

Corepath Wealth Partners reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.58% in Q2 2026, selling an estimated $2.95K and leaving 3,441 shares worth $529K. The position accounts for 0.33% of the portfolio, ranked #22.

Corepath Wealth Partners first reported a position in SUSA in Q3 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Corepath Wealth Partners held 3,441 shares of iShares ESG Optimized MSCI USA ETF worth $529K as of Q2 2026.
  • Corepath Wealth Partners sold 20 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $2.95K.
  • iShares ESG Optimized MSCI USA ETF made up 0.33% of Corepath Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Corepath Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.