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

First Pacific 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
Q3 		$1.9M Sell
12,236
-24
-0.2% -$3.75K 0.19% 67
2026
Q2 		$1.89M Sell
12,260
-204
-2% -$30.1K 0.23% 54
2026
Q1 		$1.65M Sell
12,464
-1,611
-11% -$223K 0.21% 55
2025
Q4 		$1.96M Buy
14,075
+18
+0.1% +$2.48K 0.26% 53
2025
Q3 		$1.91M Sell
14,057
-2,968
-17% -$388K 0.26% 54
2025
Q2 		$2.16M Sell
17,025
-941
-5% -$111K 0.32% 50
2025
Q1 		$2.06M Sell
17,966
-1,581
-8% -$192K 0.42% 28
2024
Q4 		$2.38M Buy
19,547
+7,792
+66% +$956K 0.55% 26
2024
Q3 		$1.41M Buy
11,755
+7,369
+168% +$850K 0.33% 34
2024
Q2 		$493K Sell
4,386
-360
-8% -$39K 0.13% 96
2024
Q1 		$518K Sell
4,746
-266
-5% -$27.7K 0.14% 92
2023
Q4 		$504K Sell
5,012
-236
-4% -$22K 0.15% 91
2023
Q3 		$472K Sell
5,248
-41
-0.8% -$3.86K 0.21% 84
2023
Q2 		$495K Sell
5,289
-1,776
-25% -$158K 0.21% 88
2023
Q1 		$620K Buy
7,065
+2,990
+73% +$257K 0.29% 79
2022
Q4 		$335K Buy
+4,075
New +$336K 0.17% 98
2022
Q2 		– Sell
-2,091
Closed -$202K – 109
2022
Q1 		$202K Sell
2,091
-58
-3% -$5.62K 0.1% 93
2021
Q4 		$228K Hold
2,149
– – 0.11% 94
2021
Q3 		$206K Sell
2,149
-78
-4% -$7.71K 0.11% 93
2021
Q2 		$213K Buy
+2,227
New +$206K 0.12% 91
2021
Q1 		– Sell
-2,843
Closed -$234K – 95
2020
Q4 		$234K Sell
2,843
-43
-1% -$3.36K 0.14% 94
2020
Q3 		$212K Buy
+2,886
New +$208K 0.19% 22

Other funds holding SUSA

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
NCTC
New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return

First Pacific Financial's SUSA Position: Q3 2026 in Review

First Pacific Financial reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.2% in Q3 2026, selling an estimated $3.75K and leaving 12,236 shares worth $1.9M. The position accounts for 0.19% of the portfolio, ranked #67.

First Pacific Financial first reported a position in SUSA in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.38M in Q4 2024. 60 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • First Pacific Financial held 12,236 shares of iShares ESG Optimized MSCI USA ETF worth $1.9M as of Q3 2026.
  • First Pacific Financial sold 24 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $3.75K.
  • iShares ESG Optimized MSCI USA ETF made up 0.19% of First Pacific Financial's portfolio in Q3 2026, its #67 holding.
  • First Pacific Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 22 quarters since.
  • First Pacific Financial's iShares ESG Optimized MSCI USA ETF position peaked at $2.38M in Q4 2024.
  • 60 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.