Corepath Wealth Partners
SUSA icon

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
Q3 		$407K Sell
2,570
-871
-25% -$136K 0.28% 26
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

Mission Wealth Management
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Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Roof Eidam Maycock Peralta (REMP)
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Corepath Wealth Partners's SUSA Position: Q3 2026 in Review

Corepath Wealth Partners reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 25% in Q3 2026, selling an estimated $136K and leaving 2,570 shares worth $407K. The position accounts for 0.28% of the portfolio, ranked #26.

Corepath Wealth Partners first reported a position in SUSA in Q3 2025 and has held it in 5 quarters since. The position peaked at $529K in Q2 2026. 134 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Corepath Wealth Partners held 2,570 shares of iShares ESG Optimized MSCI USA ETF worth $407K as of Q3 2026.
  • Corepath Wealth Partners sold 871 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $136K.
  • iShares ESG Optimized MSCI USA ETF made up 0.28% of Corepath Wealth Partners's portfolio in Q3 2026, its #26 holding.
  • Corepath Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and has held it in 5 quarters since.
  • Corepath Wealth Partners's iShares ESG Optimized MSCI USA ETF position peaked at $529K in Q2 2026.
  • 134 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.