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Flagship Private Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Flagship Private Wealth’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 		$363K Buy
2,355
+4
+0.2% +$591 0.13% 86
2026
Q1 		$311K Sell
2,351
-15
-0.6% -$2.08K 0.13% 89
2025
Q4 		$330K Buy
2,366
+6
+0.3% +$828 0.13% 89
2025
Q3 		$320K Buy
2,360
+6
+0.3% +$784 0.13% 86
2025
Q2 		$298K Sell
2,354
-14
-0.6% -$1.65K 0.13% 83
2025
Q1 		$272K Sell
2,368
-267
-10% -$32.4K 0.13% 80
2024
Q4 		$320K Buy
2,635
+8
+0.3% +$981 0.15% 77
2024
Q3 		$316K Buy
2,627
+10
+0.4% +$1.15K 0.16% 78
2024
Q2 		$294K Buy
2,617
+65
+3% +$7.04K 0.17% 70
2024
Q1 		$279K Buy
2,552
+32
+1% +$3.33K 0.18% 75
2023
Q4 		$253K Buy
+2,520
New +$235K 0.2% 65
2021
Q3 		– Sell
-1,339
Closed -$130K – 272
2021
Q2 		$130K Buy
1,339
+3
+0.2% +$277 0.1% 84
2021
Q1 		$120K Buy
1,336
+3
+0.2% +$256 0.1% 79
2020
Q4 		$111K Buy
+1,333
New +$104K 0.1% 78

Other funds holding SUSA

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 22.94% 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 21.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Flagship Private Wealth's SUSA Position: Q2 2026 in Review

Flagship Private Wealth increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.17% in Q2 2026, buying an estimated $591 and bringing the position to 2,355 shares worth $363K. The position accounts for 0.13% of the portfolio, ranked #86.

Flagship Private Wealth first reported a position in SUSA in Q4 2020 and has held it in 14 quarters since. 290 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Flagship Private Wealth held 2,355 shares of iShares ESG Optimized MSCI USA ETF worth $363K as of Q2 2026.
  • Flagship Private Wealth bought 4 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $591.
  • iShares ESG Optimized MSCI USA ETF made up 0.13% of Flagship Private Wealth's portfolio in Q2 2026, its #86 holding.
  • Flagship Private Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 14 quarters since.
  • 290 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.