KDA
SUSA icon

Kraft Davis & Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Kraft Davis & Associates’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 		$706K Hold
4,591
– – 0.15% 66
2026
Q1 		$670K Hold
4,591
– – 0.14% 64
2025
Q4 		$652K Sell
4,591
-506
-10% -$69.9K 0.15% 72
2025
Q3 		$699K Hold
5,097
– – 0.17% 72
2025
Q2 		$661K Sell
5,097
-370
-7% -$43.6K 0.18% 71
2025
Q1 		$594K Hold
5,467
– – 0.19% 63
2024
Q4 		$677K Buy
5,467
+187
+4% +$22.9K 0.19% 60
2024
Q3 		$626K Sell
5,280
-249
-5% -$28.7K 0.19% 64
2024
Q2 		$629K Buy
5,529
+16
+0.3% +$1.73K 0.19% 67
2024
Q1 		$598K Hold
5,513
– – 0.18% 69
2023
Q4 		$563K Buy
5,513
+265
+5% +$24.7K 0.17% 65
2023
Q3 		$463K Hold
5,248
– – 0.17% 63
2023
Q2 		$496K Buy
+5,248
New +$466K 0.17% 65
2022
Q4 		$442K Buy
+4,999
New +$412K 0.18% 58

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

Kraft Davis & Associates's SUSA Position: Q2 2026 in Review

Kraft Davis & Associates held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 4,591 shares worth $706K. The position accounts for 0.15% of the portfolio, ranked #66.

Kraft Davis & Associates first reported a position in SUSA in Q4 2022 and has held it in 14 quarters since. 89 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Kraft Davis & Associates held 4,591 shares of iShares ESG Optimized MSCI USA ETF worth $706K as of Q2 2026.
  • Kraft Davis & Associates left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.15% of Kraft Davis & Associates's portfolio in Q2 2026, its #66 holding.
  • Kraft Davis & Associates first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 14 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.