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Litman Gregory Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Litman Gregory 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
2025
Q4 		$2.04M Sell
14,656
-75
-0.5% -$10.4K 0.15% 63
2025
Q3 		$2M Sell
14,731
-20
-0.1% -$2.61K 0.15% 60
2025
Q2 		$1.87M Hold
14,751
– – 0.15% 59
2025
Q1 		$1.69M Sell
14,751
-314
-2% -$38.1K 0.15% 59
2024
Q4 		$1.83M Sell
15,065
-100
-0.7% -$12.3K 0.16% 54
2024
Q3 		$1.83M Hold
15,165
– – 0.15% 54
2024
Q2 		$1.7M Hold
15,165
– – 0.15% 57
2024
Q1 		$1.66M Hold
15,165
– – 0.15% 59
2023
Q4 		$1.52M Sell
15,165
-86
-0.6% -$8.02K 0.14% 58
2023
Q3 		$1.37M Hold
15,251
– – 0.14% 60
2023
Q2 		$1.43M Buy
+15,251
New +$1.35M 0.18% 37
2023
Q1 		– Sell
-15,321
Closed -$1.26M – 87
2022
Q4 		$1.26M Sell
15,321
-100
-0.6% -$8.24K 0.18% 39
2022
Q3 		$1.17M Hold
15,421
– – 0.19% 36
2022
Q2 		$1.24M Hold
15,421
– – 0.18% 42
2022
Q1 		$1.49M Sell
15,421
-1,924
-11% -$186K 0.22% 38
2021
Q4 		$1.84M Sell
17,345
-97
-0.6% -$9.97K 0.31% 36
2021
Q3 		$1.67M Buy
17,442
+15,869
+1,009% +$1.57M 0.32% 36
2021
Q2 		$1.57M Sell
1,573
-14,896
-90% -$1.38M 0.29% 36
2021
Q1 		$1.45M Hold
16,469
– – 0.28% 35
2020
Q4 		$1.36M Sell
16,469
-159
-1% -$12.4K 0.25% 38
2020
Q3 		$1.22M Sell
16,628
-20
-0.1% -$1.45K 0.25% 38
2020
Q2 		$1.11M Sell
16,648
-90
-0.5% -$5.63K 0.25% 36
2020
Q1 		$919K Buy
16,738
+2,616
+19% +$168K 0.23% 35
2019
Q4 		$946K Buy
14,122
+5,250
+59% +$336K 0.21% 34
2019
Q3 		$548K Sell
8,872
-222
-2% -$13.6K 0.13% 38
2019
Q2 		$554K Buy
9,094
+132
+1% +$7.9K 0.15% 37
2019
Q1 		$530K Buy
8,962
+102
+1% +$5.75K 0.14% 38
2018
Q4 		$457K Buy
8,860
+1,162
+15% +$64.4K 0.14% 40
2018
Q3 		$459K Hold
7,698
– – 0.15% 36
2018
Q2 		$434K Hold
7,698
– – 0.17% 31
2018
Q1 		$427K Buy
7,698
+1,822
+31% +$104K 0.17% 27
2017
Q4 		$326K Hold
5,876
– – 0.1% 24
2017
Q3 		$307K Hold
5,876
– – 0.15% 25
2017
Q2 		$300K Sell
5,876
-6,122
-51% -$308K 0.17% 21
2017
Q1 		$589K Hold
11,998
– – 0.36% 18
2016
Q4 		$552K Sell
11,998
-394
-3% -$17.9K 0.37% 20
2016
Q3 		$564K Sell
12,392
-1,554
-11% -$70K 0.41% 17
2016
Q2 		$603K Sell
13,946
-402
-3% -$17.3K 0.48% 15
2016
Q1 		$611K Buy
14,348
+7,298
+104% +$292K 0.48% 16
2015
Q4 		$294K Buy
+7,050
New +$296K 0.21% 22

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
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

Litman Gregory Wealth Management's SUSA Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.51% in Q4 2025, selling an estimated $10.4K and leaving 14,656 shares worth $2.04M. The position accounts for 0.15% of the portfolio, ranked #63.

Litman Gregory Wealth Management first reported a position in SUSA in Q4 2015 and has held it in 40 quarters since. 536 funds tracked by Wall St. Rank hold SUSA as of Q4 2025.

  • Litman Gregory Wealth Management held 14,656 shares of iShares ESG Optimized MSCI USA ETF worth $2.04M as of Q4 2025.
  • Litman Gregory Wealth Management sold 75 iShares ESG Optimized MSCI USA ETF shares in Q4 2025, an estimated $10.4K.
  • iShares ESG Optimized MSCI USA ETF made up 0.15% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #63 holding.
  • Litman Gregory Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2015 and has held it in 40 quarters since.
  • 536 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.