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Gerber Kawasaki Wealth & Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$292K Sell
1,893
-8,162
-81% -$1.21M 0.01% 300
2026
Q1 		$1.33M Sell
10,055
-203
-2% -$28.1K 0.04% 146
2025
Q4 		$1.43M Buy
10,258
+1,087
+12% +$150K 0.05% 138
2025
Q3 		$1.24M Sell
9,171
-537
-6% -$70.1K 0.04% 144
2025
Q2 		$1.23M Buy
9,708
+580
+6% +$68.4K 0.05% 138
2025
Q1 		$1.05M Sell
9,128
-160
-2% -$19.4K 0.05% 134
2024
Q4 		$1.13M Sell
9,288
-375
-4% -$46K 0.05% 134
2024
Q3 		$1.16M Sell
9,663
-154
-2% -$17.8K 0.05% 127
2024
Q2 		$1.1M Sell
9,817
-685
-7% -$74.2K 0.06% 126
2024
Q1 		$1.15M Sell
10,502
-1,110
-10% -$116K 0.06% 128
2023
Q4 		$1.17M Buy
11,612
+1,178
+11% +$110K 0.07% 126
2023
Q3 		$939K Sell
10,434
-234
-2% -$22K 0.06% 133
2023
Q2 		$999K Buy
10,668
+218
+2% +$19.4K 0.07% 129
2023
Q1 		$917K Sell
10,450
-104
-1% -$8.94K 0.07% 134
2022
Q4 		$869K Buy
10,554
+1,061
+11% +$87.4K 0.08% 132
2022
Q3 		$720K Sell
9,493
-12,156
-56% -$1.03M 0.07% 131
2022
Q2 		$1.62M Buy
21,649
+13,015
+151% +$1.14M 0.15% 95
2022
Q1 		$836K Buy
8,634
+1,069
+14% +$104K 0.07% 125
2021
Q4 		$803K Buy
7,565
+7,533
+23,541% +$774K 0.06% 127
2021
Q3 		$32K Sell
32
-4,208
-99% -$416K ﹤0.01% 390
2021
Q2 		$405K Buy
4,240
+1,169
+38% +$108K 0.04% 164
2021
Q1 		$269K Buy
3,071
+23
+0.8% +$1.96K 0.03% 175
2020
Q4 		$251K Buy
+3,048
New +$238K 0.03% 150

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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Gerber Kawasaki Wealth & Investment Management's SUSA Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 81% in Q2 2026, selling an estimated $1.21M and leaving 1,893 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #300.

Gerber Kawasaki Wealth & Investment Management first reported a position in SUSA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.62M in Q2 2022. 413 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 1,893 shares of iShares ESG Optimized MSCI USA ETF worth $292K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 8,162 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.21M.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #300 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's iShares ESG Optimized MSCI USA ETF position peaked at $1.62M in Q2 2022.
  • 413 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.