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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
Q3 		$23.4K Hold
150
– – 0.01% 630
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

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

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

Elevation Wealth Partners held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2026 at 150 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #630.

Elevation Wealth Partners first reported a position in SUSA in Q4 2023 and has held it in 12 quarters since. 26 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Elevation Wealth Partners held 150 shares of iShares ESG Optimized MSCI USA ETF worth $23.4K as of Q3 2026.
  • Elevation Wealth Partners left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #630 holding.
  • Elevation Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 12 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.