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Farther Finance Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Farther Finance Advisors’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 		$1.56M Buy
10,017
+4,496
+81% +$702K 0.01% 888
2026
Q2 		$852K Sell
5,521
-929
-14% -$137K 0.01% 1200
2026
Q1 		$859K Buy
6,450
+405
+7% +$56.2K 0.01% 1063
2025
Q4 		$842K Buy
6,045
+63
+1% +$8.7K 0.01% 985
2025
Q3 		$812K Buy
5,982
+9
+0.2% +$1.18K 0.01% 836
2025
Q2 		$757K Sell
5,973
-2,668
-31% -$315K 0.02% 716
2025
Q1 		$996K Buy
8,641
+7,964
+1,176% +$966K 0.03% 498
2024
Q4 		$82.3K Sell
677
-46
-6% -$5.64K ﹤0.01% 1398
2024
Q3 		$87.1K Buy
723
+205
+40% +$23.6K ﹤0.01% 1371
2024
Q2 		$58.1K Sell
518
-508
-50% -$55.1K ﹤0.01% 1358
2024
Q1 		$112K Buy
1,026
+215
+27% +$22.4K 0.01% 914
2023
Q4 		$81.5K Buy
811
+265
+49% +$24.7K 0.01% 856
2023
Q3 		$49.1K Hold
546
– – 0.01% 779
2023
Q2 		$51.1K Hold
546
– – 0.01% 664
2023
Q1 		$47.9K Hold
546
– – 0.01% 614
2022
Q4 		$44.9K Buy
+546
New +$45K 0.02% 518

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
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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Farther Finance Advisors's SUSA Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 81% in Q3 2026, buying an estimated $702K and bringing the position to 10,017 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #888.

Farther Finance Advisors first reported a position in SUSA in Q4 2022 and has held it in 16 quarters since. 26 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Farther Finance Advisors held 10,017 shares of iShares ESG Optimized MSCI USA ETF worth $1.56M as of Q3 2026.
  • Farther Finance Advisors bought 4,496 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $702K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #888 holding.
  • Farther Finance Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 16 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.