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Financial Planning Hawaii’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Financial Planning Hawaii’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 		$433K Hold
2,803
– – 0.23% 83
2026
Q1 		$370K Hold
2,803
– – 0.22% 94
2025
Q4 		$391K Buy
+2,803
New +$387K 0.23% 92

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FF
Farrow Financial Randolph, Vermont $187M AUM 21.64% 1-Year Est. Return

Financial Planning Hawaii's SUSA Position: Q2 2026 in Review

Financial Planning Hawaii held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,803 shares worth $433K. The position accounts for 0.23% of the portfolio, ranked #83.

Financial Planning Hawaii first reported a position in SUSA in Q4 2025 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Financial Planning Hawaii held 2,803 shares of iShares ESG Optimized MSCI USA ETF worth $433K as of Q2 2026.
  • Financial Planning Hawaii left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.23% of Financial Planning Hawaii's portfolio in Q2 2026, its #83 holding.
  • Financial Planning Hawaii first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.