Ferguson Wellman Capital Management
SUSA icon

Ferguson Wellman Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Ferguson Wellman Capital Management’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 		$384K Sell
2,464
-25
-1% -$3.9K ﹤0.01% 334
2026
Q2 		$384K Hold
2,489
– – ﹤0.01% 338
2026
Q1 		$329K Sell
2,489
-130
-5% -$18K ﹤0.01% 341
2025
Q4 		$365K Sell
2,619
-55
-2% -$7.59K 0.01% 285
2025
Q3 		$363K Sell
2,674
-2
-0.1% -$261 0.01% 283
2025
Q2 		$339K Sell
2,676
-400
-13% -$47.2K 0.01% 278
2025
Q1 		$353K Hold
3,076
– – 0.01% 279
2024
Q4 		$374K Sell
3,076
-10
-0.3% -$1.23K 0.01% 275
2024
Q3 		$371K Hold
3,086
– – 0.01% 283
2024
Q2 		$347K Sell
3,086
-55
-2% -$5.96K 0.01% 286
2024
Q1 		$343K Sell
3,141
-55
-2% -$5.73K 0.01% 288
2023
Q4 		$321K Buy
3,196
+146
+5% +$13.6K 0.01% 298
2023
Q3 		$274K Sell
3,050
-130
-4% -$12.2K 0.01% 303
2023
Q2 		$298K Sell
3,180
-25
-0.8% -$2.22K 0.01% 310
2023
Q1 		$281K Hold
3,205
– – 0.01% 304
2022
Q4 		$264K Hold
3,205
– – 0.01% 304
2022
Q3 		$243K Sell
3,205
-80
-2% -$6.8K 0.01% 276
2022
Q2 		$265K Sell
3,285
-50
-1% -$4.39K 0.01% 284
2022
Q1 		$323K Sell
3,335
-970
-23% -$94K 0.01% 278
2021
Q4 		$457K Sell
4,305
-237
-5% -$24.4K 0.01% 249
2021
Q3 		$436K Buy
4,542
+290
+7% +$28.7K 0.01% 253
2021
Q2 		$406K Sell
4,252
-20
-0.5% -$1.85K 0.01% 258
2021
Q1 		$375K Hold
4,272
– – 0.01% 261
2020
Q4 		$352K Sell
4,272
-248
-5% -$19.4K 0.01% 310
2020
Q3 		$332K Sell
4,520
-20
-0.4% -$1.45K 0.01% 298
2020
Q2 		$304K Sell
4,540
-300
-6% -$18.8K 0.01% 288
2020
Q1 		$266K Sell
4,840
-576
-11% -$36.9K 0.01% 276
2019
Q4 		$363K Buy
+5,416
New +$346K 0.01% 285

Other funds holding SUSA

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ferguson Wellman Capital Management's SUSA Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1% in Q3 2026, selling an estimated $3.9K and leaving 2,464 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Ferguson Wellman Capital Management first reported a position in SUSA in Q4 2019 and has held it in 28 quarters since. The position peaked at $457K in Q4 2021. 76 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Ferguson Wellman Capital Management held 2,464 shares of iShares ESG Optimized MSCI USA ETF worth $384K as of Q3 2026.
  • Ferguson Wellman Capital Management sold 25 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $3.9K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #334 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 28 quarters since.
  • Ferguson Wellman Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $457K in Q4 2021.
  • 76 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.