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Laurel Oak Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Laurel Oak 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 		$269K Hold
1,743
– – 0.04% 303
2026
Q1 		$230K Sell
1,743
-114
-6% -$15.8K 0.04% 316
2025
Q4 		$259K Buy
+1,857
New +$256K 0.04% 293

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Laurel Oak Wealth Management's SUSA Position: Q2 2026 in Review

Laurel Oak Wealth Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,743 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #303.

Laurel Oak Wealth Management first reported a position in SUSA in Q4 2025 and has held it in 3 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Laurel Oak Wealth Management held 1,743 shares of iShares ESG Optimized MSCI USA ETF worth $269K as of Q2 2026.
  • Laurel Oak Wealth Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Laurel Oak Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.