FWP
SUSA icon

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

FAS 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 		$34K Hold
220
– – ﹤0.01% 437
2026
Q1 		$29K Buy
220
+1
+0.5% +$139 ﹤0.01% 424
2025
Q4 		$30.5K Sell
219
-400
-65% -$55.2K ﹤0.01% 418
2025
Q3 		$83.9K Buy
619
+2
+0.3% +$261 0.01% 350
2025
Q2 		$78.2K Buy
617
+1
+0.2% +$118 0.01% 343
2025
Q1 		$70.7K Sell
616
-198
-24% -$24K 0.01% 325
2024
Q4 		$99K Sell
814
-21
-3% -$2.58K 0.01% 321
2024
Q3 		$100K Buy
835
+26
+3% +$3K 0.01% 325
2024
Q2 		$90.9K Buy
809
+2
+0.2% +$217 0.01% 315
2024
Q1 		$88.1K Buy
807
+3
+0.4% +$312 0.01% 321
2023
Q4 		$80.8K Sell
804
-310
-28% -$28.9K 0.01% 318
2023
Q3 		$100K Hold
1,114
– – 0.01% 300
2023
Q2 		$104K Buy
1,114
+3
+0.3% +$266 0.01% 286
2023
Q1 		$97.5K Buy
1,111
+4
+0.4% +$344 0.01% 304
2022
Q4 		$91.1K Buy
1,107
+11
+1% +$906 0.01% 301
2022
Q3 		$83K Hold
1,096
– – 0.01% 300
2022
Q2 		$88K Buy
1,096
+3
+0.3% +$263 0.01% 302
2022
Q1 		$106K Buy
1,093
+3
+0.3% +$291 0.01% 297
2021
Q4 		$116K Sell
1,090
-590
-35% -$60.6K 0.01% 306
2021
Q3 		$161K Hold
1,680
– – 0.02% 293
2021
Q2 		$161K Buy
1,680
+8
+0.5% +$740 0.02% 279
2021
Q1 		$147K Hold
1,672
– – 0.02% 266
2020
Q4 		$138K Buy
1,672
+6
+0.4% +$469 0.02% 256
2020
Q3 		$123K Buy
1,666
+6
+0.4% +$433 0.02% 241
2020
Q2 		$111K Buy
1,660
+12
+0.7% +$751 0.02% 236
2020
Q1 		$90K Hold
1,648
– – 0.02% 226
2019
Q4 		$110K Buy
+1,648
New +$105K 0.02% 207

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

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

FAS Wealth Partners held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 220 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

FAS Wealth Partners first reported a position in SUSA in Q4 2019 and has held it in 27 quarters since. The position peaked at $161K in Q3 2021. 226 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • FAS Wealth Partners held 220 shares of iShares ESG Optimized MSCI USA ETF worth $34K as of Q2 2026.
  • FAS 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 FAS Wealth Partners's portfolio in Q2 2026, its #437 holding.
  • FAS Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 27 quarters since.
  • FAS Wealth Partners's iShares ESG Optimized MSCI USA ETF position peaked at $161K in Q3 2021.
  • 226 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.