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GoalVest Advisory’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

GoalVest Advisory’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 		$2.38M Sell
15,440
-656
-4% -$96.9K 0.44% 34
2026
Q1 		$2.13M Buy
16,096
+467
+3% +$64.8K 0.42% 36
2025
Q4 		$2.18M Buy
15,629
+1,506
+11% +$208K 0.42% 32
2025
Q3 		$1.92M Buy
14,123
+2,584
+22% +$337K 0.41% 38
2025
Q2 		$1.46M Buy
11,539
+2,822
+32% +$333K 0.36% 52
2025
Q1 		$1M Hold
8,717
– – 0.28% 70
2024
Q4 		$1.06M Sell
8,717
-942
-10% -$116K 0.29% 60
2024
Q3 		$1.16M Hold
9,659
– – 0.33% 55
2024
Q2 		$1.09M Sell
9,659
-1,145
-11% -$124K 0.35% 52
2024
Q1 		$1.18M Sell
10,804
-316
-3% -$32.9K 0.39% 48
2023
Q4 		$1.12M Buy
11,120
+36
+0.3% +$3.36K 0.49% 32
2023
Q3 		$997K Buy
11,084
+5,731
+107% +$539K 0.5% 31
2023
Q2 		$501K Buy
+5,353
New +$476K 0.26% 63

Other funds holding SUSA

SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

GoalVest Advisory's SUSA Position: Q2 2026 in Review

GoalVest Advisory reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4.1% in Q2 2026, selling an estimated $96.9K and leaving 15,440 shares worth $2.38M. The position accounts for 0.44% of the portfolio, ranked #34.

GoalVest Advisory first reported a position in SUSA in Q2 2023 and has held it in 13 quarters since. 89 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • GoalVest Advisory held 15,440 shares of iShares ESG Optimized MSCI USA ETF worth $2.38M as of Q2 2026.
  • GoalVest Advisory sold 656 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $96.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.44% of GoalVest Advisory's portfolio in Q2 2026, its #34 holding.
  • GoalVest Advisory first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2023 and has held it in 13 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.