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DDFG Inc’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

DDFG Inc’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 		$217K Buy
+1,405
New +$207K 0.04% 85

Other funds holding SUSA

ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

DDFG Inc's SUSA Position: Q2 2026 in Review

DDFG Inc opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 1,405 shares worth $217K. The stake represents 0.04% of the portfolio and ranks #85 among its holdings.

271 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • DDFG Inc held 1,405 shares of iShares ESG Optimized MSCI USA ETF worth $217K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new DDFG Inc position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of DDFG Inc's portfolio in Q2 2026, its #85 holding.
  • 271 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.