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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
Q3 		$219K Hold
1,405
– – 0.04% 82
2026
Q2 		$217K Buy
+1,405
New +$207K 0.04% 85

Other funds holding SUSA

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Farrow Financial
Farrow Financial Randolph, Vermont $188M AUM 14.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
eCIO Inc
eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return
Corundum Group
Corundum Group Colorado Springs, Colorado $380M AUM 19.09% 1-Year Est. Return

DDFG Inc's SUSA Position: Q3 2026 in Review

DDFG Inc held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2026 at 1,405 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #82.

DDFG Inc first reported a position in SUSA in Q2 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • DDFG Inc held 1,405 shares of iShares ESG Optimized MSCI USA ETF worth $219K as of Q3 2026.
  • DDFG Inc left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of DDFG Inc's portfolio in Q3 2026, its #82 holding.
  • DDFG Inc first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2026 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.