First Affirmative Financial Network’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

First Affirmative Financial Network’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	$215K	Buy	+1,378	New	+$215K	0.05%	359
2022 Q3	–	Sell	-2,554	Closed	-$206K	–	150
2022 Q2	$206K	Sell	2,554 -134	-5%	-$11.8K	0.23%	130
2022 Q1	$260K	Sell	2,688 -15,318	-85%	-$1.48M	0.25%	122
2021 Q4	$1.91M	Buy	18,006 +14,711	+446%	+$1.51M	1.75%	7
2021 Q3	$316K	Buy	+3,295	New	+$326K	0.33%	84

Other funds holding SUSA

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Corundum Group Colorado Springs, Colorado $380M AUM 19.09% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

First Affirmative Financial Network's SUSA Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2026: 1,378 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #359 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in SUSA as recently as Q2 2022.

First Affirmative Financial Network first reported a position in SUSA in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.91M in Q4 2021. 205 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

First Affirmative Financial Network held 1,378 shares of iShares ESG Optimized MSCI USA ETF worth $215K as of Q3 2026.
iShares ESG Optimized MSCI USA ETF was a new First Affirmative Financial Network position in Q3 2026.
iShares ESG Optimized MSCI USA ETF made up 0.05% of First Affirmative Financial Network's portfolio in Q3 2026, its #359 holding.
First Affirmative Financial Network first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and has held it in 5 quarters since.
First Affirmative Financial Network's iShares ESG Optimized MSCI USA ETF position peaked at $1.91M in Q4 2021.
205 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.