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Heartwood Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Heartwood Wealth Advisors’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 		$596K Hold
3,830
– – 0.05% 128
2026
Q2 		$591K Hold
3,830
– – 0.05% 133
2026
Q1 		$506K Buy
+3,830
New +$531K 0.04% 132

Other funds holding SUSA

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
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
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 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
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Heartwood Wealth Advisors's SUSA Position: Q3 2026 in Review

Heartwood Wealth Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2026 at 3,830 shares worth $596K. The position accounts for 0.05% of the portfolio, ranked #128.

Heartwood Wealth Advisors first reported a position in SUSA in Q1 2026 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Heartwood Wealth Advisors held 3,830 shares of iShares ESG Optimized MSCI USA ETF worth $596K as of Q3 2026.
  • Heartwood Wealth Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.05% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #128 holding.
  • Heartwood Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2026 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.