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Financial Life Planners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Financial Life Planners’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 		$28.7K Hold
186
– – 0.02% 163
2026
Q1 		$24.5K Buy
+186
New +$25.8K 0.02% 174
2025
Q4 		– Sell
-185
Closed -$25.1K – 295
2025
Q3 		$25.1K Buy
+185
New +$24.2K 0.02% 183
2025
Q1 		– Sell
-366
Closed -$44.6K – 339
2024
Q4 		$44.6K Buy
+366
New +$44.9K 0.04% 131

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

Financial Life Planners's SUSA Position: Q2 2026 in Review

Financial Life Planners held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 186 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #163.

Financial Life Planners first reported a position in SUSA in Q4 2024 and has held it in 4 quarters since. The position peaked at $44.6K in Q4 2024. 255 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Financial Life Planners held 186 shares of iShares ESG Optimized MSCI USA ETF worth $28.7K as of Q2 2026.
  • Financial Life Planners left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #163 holding.
  • Financial Life Planners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's iShares ESG Optimized MSCI USA ETF position peaked at $44.6K in Q4 2024.
  • 255 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.