Longview Asset Management (California)’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Longview Asset Management (California)’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	$193K	Sell	1,251 -53	-4%	-$7.83K	0.1%	45
2026 Q1	$172K	Hold	1,304	–	–	0.09%	45
2025 Q4	$182K	Sell	1,304 -35	-3%	-$4.83K	0.1%	45
2025 Q3	$182K	Sell	1,339 -45	-3%	-$5.88K	0.1%	45
2025 Q2	$175K	Hold	1,384	–	–	0.11%	41
2025 Q1	$159K	Hold	1,384	–	–	0.1%	42
2024 Q4	$168K	Buy	+1,384	New	+$170K	0.11%	43

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

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

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Longview Asset Management (California)'s SUSA Position: Q2 2026 in Review

Longview Asset Management (California) reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4.1% in Q2 2026, selling an estimated $7.83K and leaving 1,251 shares worth $193K. The position accounts for 0.1% of the portfolio, ranked #45.

Longview Asset Management (California) first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Longview Asset Management (California) held 1,251 shares of iShares ESG Optimized MSCI USA ETF worth $193K as of Q2 2026.
Longview Asset Management (California) sold 53 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $7.83K.
iShares ESG Optimized MSCI USA ETF made up 0.1% of Longview Asset Management (California)'s portfolio in Q2 2026, its #45 holding.
Longview Asset Management (California) first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
169 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Longview Asset Management (California)'s 13F filing for Q2 2026, filed 14 Jul 2026.