Golden State Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Golden State Wealth 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	$170K	Buy	1,102 +2	+0.2%	+$295	0.02%	444
2026 Q1	$145K	Sell	1,100 -25	-2%	-$3.47K	0.02%	430
2025 Q4	$157K	Buy	1,125 +994	+759%	+$137K	0.02%	421
2025 Q3	$17.8K	Sell	131 -23	-15%	-$3K	﹤0.01%	943
2025 Q2	$19.5K	Hold	154	–	–	﹤0.01%	890
2025 Q1	$17.7K	Hold	154	–	–	﹤0.01%	833
2024 Q4	$18.7K	Buy	+154	New	+$18.9K	﹤0.01%	783

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Golden State Wealth Management's SUSA Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.18% in Q2 2026, buying an estimated $295 and bringing the position to 1,102 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #444.

Golden State Wealth Management first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Golden State Wealth Management held 1,102 shares of iShares ESG Optimized MSCI USA ETF worth $170K as of Q2 2026.
Golden State Wealth Management bought 2 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $295.
iShares ESG Optimized MSCI USA ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #444 holding.
Golden State Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.