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Fingerlakes Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Fingerlakes Wealth 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
Q2 		$3.11M Buy
20,132
+1,343
+7% +$198K 1.67% 18
2026
Q1 		$2.48M Buy
18,789
+323
+2% +$44.8K 1.65% 17
2025
Q4 		$2.57M Buy
18,466
+887
+5% +$122K 1.64% 19
2025
Q3 		$2.38M Buy
17,579
+359
+2% +$46.9K 1.56% 22
2025
Q2 		$2.18M Buy
17,220
+31
+0.2% +$3.65K 1.63% 22
2025
Q1 		$1.97M Buy
17,189
+683
+4% +$82.8K 1.68% 20
2024
Q4 		$2.01M Buy
16,506
+674
+4% +$82.7K 1.62% 21
2024
Q3 		$1.91M Buy
15,832
+1,882
+13% +$217K 1.58% 23
2024
Q2 		$1.57M Buy
13,950
+378
+3% +$41K 1.41% 25
2024
Q1 		$1.48M Sell
13,572
-7
-0.1% -$729 1.43% 24
2023
Q4 		$1.36M Sell
13,579
-226
-2% -$21.1K 1.47% 23
2023
Q3 		$1.24M Sell
13,805
-71
-0.5% -$6.68K 1.52% 23
2023
Q2 		$1.3M Buy
13,876
+683
+5% +$60.7K 1.49% 21
2023
Q1 		$1.16M Buy
13,193
+41
+0.3% +$3.52K 1.44% 22
2022
Q4 		$1.08M Sell
13,152
-162
-1% -$13.3K 1.49% 22
2022
Q3 		$1.01M Buy
13,314
+359
+3% +$30.5K 1.47% 22
2022
Q2 		$1.04M Buy
12,955
+688
+6% +$60.4K 1.43% 22
2022
Q1 		$1.19M Sell
12,267
-2
-0% -$194 1.39% 22
2021
Q4 		$1.3M Buy
+12,269
New +$1.26M 1.47% 20

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Fingerlakes Wealth Management's SUSA Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 7.1% in Q2 2026, buying an estimated $198K and bringing the position to 20,132 shares worth $3.11M. The position accounts for 1.67% of the portfolio, ranked #18.

Fingerlakes Wealth Management first reported a position in SUSA in Q4 2021 and has held it in 19 quarters since. 169 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Fingerlakes Wealth Management held 20,132 shares of iShares ESG Optimized MSCI USA ETF worth $3.11M as of Q2 2026.
  • Fingerlakes Wealth Management bought 1,343 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $198K.
  • iShares ESG Optimized MSCI USA ETF made up 1.67% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Fingerlakes Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.