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

Finley Financial’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 		$1.17M Hold
7,610
– – 0.47% 30
2026
Q1 		$1.01M Hold
7,610
– – 0.47% 32
2025
Q4 		$1.06M Hold
7,610
– – 0.49% 29
2025
Q3 		$1.03M Hold
7,610
– – 0.48% 29
2025
Q2 		$965K Hold
7,610
– – 0.48% 30
2025
Q1 		$871K Hold
7,610
– – 0.49% 32
2024
Q4 		$937K Buy
+7,610
New +$934K 0.49% 33

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Finley Financial's SUSA Position: Q2 2026 in Review

Finley Financial held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 7,610 shares worth $1.17M. The position accounts for 0.47% of the portfolio, ranked #30.

Finley Financial first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Finley Financial held 7,610 shares of iShares ESG Optimized MSCI USA ETF worth $1.17M as of Q2 2026.
  • Finley Financial left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.47% of Finley Financial's portfolio in Q2 2026, its #30 holding.
  • Finley Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 339 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.