LifeSteps Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

LifeSteps Financial’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	$1.54K	Buy	+10	New	+$1.48K	﹤0.01%	706

Other funds holding SUSA

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LifeSteps Financial's SUSA Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 10 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings.

240 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

LifeSteps Financial held 10 shares of iShares ESG Optimized MSCI USA ETF worth $1.54K as of Q2 2026.
iShares ESG Optimized MSCI USA ETF was a new LifeSteps Financial position in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #706 holding.
240 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.