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

Elevation 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 		$23.1K Hold
150
– – 0.01% 540
2026
Q1 		$19.8K Hold
150
– – 0.01% 376
2025
Q4 		$20.9K Hold
150
– – 0.01% 362
2025
Q3 		$20.3K Hold
150
– – 0.01% 326
2025
Q2 		$19K Hold
150
– – 0.01% 324
2025
Q1 		$17.2K Hold
150
– – 0.01% 321
2024
Q4 		$18.2K Hold
150
– – 0.01% 317
2024
Q3 		$18.1K Hold
150
– – 0.01% 305
2024
Q2 		$16.9K Hold
150
– – 0.01% 303
2024
Q1 		$16.4K Hold
150
– – 0.01% 311
2023
Q4 		$13.5K Buy
+150
New +$14K 0.01% 308

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
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Elevation Wealth Partners held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 150 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #540.

Elevation Wealth Partners first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. 231 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Elevation Wealth Partners held 150 shares of iShares ESG Optimized MSCI USA ETF worth $23.1K as of Q2 2026.
  • Elevation Wealth Partners left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #540 holding.
  • Elevation Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.