MSA
SUSA icon

Marino Stram & Associates’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Marino Stram & 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 		$1.47M Buy
9,495
+17
+0.2% +$2.51K 0.23% 68
2026
Q1 		$1.25M Buy
9,478
+6
+0.1% +$832 0.22% 71
2025
Q4 		$1.32M Buy
9,472
+24
+0.3% +$3.31K 0.24% 68
2025
Q3 		$1.28M Buy
9,448
+22
+0.2% +$2.87K 0.23% 72
2025
Q2 		$1.19M Buy
9,426
+20
+0.2% +$2.36K 0.24% 70
2025
Q1 		$1.08M Buy
9,406
+6
+0.1% +$727 0.24% 70
2024
Q4 		$1.14M Buy
9,400
+28
+0.3% +$3.44K 0.25% 65
2024
Q3 		$1.13M Buy
9,372
+33
+0.4% +$3.81K 0.25% 67
2024
Q2 		$1.05M Buy
9,339
+21
+0.2% +$2.28K 0.26% 64
2024
Q1 		$1.02M Buy
9,318
+11
+0.1% +$1.15K 0.24% 68
2023
Q4 		$935K Buy
9,307
+71
+0.8% +$6.62K 0.24% 65
2023
Q3 		$831K Buy
9,236
+500
+6% +$47.1K 0.24% 64
2023
Q2 		$818K Buy
8,736
+22
+0.3% +$1.95K 0.23% 67
2023
Q1 		$765K Buy
8,714
+714
+9% +$61.4K 0.23% 71
2022
Q4 		$659K Buy
+8,000
New +$659K 0.21% 78
2019
Q2 		– Sell
-436
Closed -$26K – 493
2019
Q1 		$26K Hold
436
– – 0.02% 218
2018
Q4 		$22K Hold
436
– – 0.02% 205
2018
Q3 		$26K Hold
436
– – 0.02% 221
2018
Q2 		$25K Hold
436
– – 0.02% 221
2018
Q1 		$24K Sell
436
-24
-5% -$1.37K 0.02% 230
2017
Q4 		$26K Buy
+460
New +$24.9K 0.02% 231

Other funds holding SUSA

ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Marino Stram & Associates's SUSA Position: Q2 2026 in Review

Marino Stram & Associates increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.18% in Q2 2026, buying an estimated $2.51K and bringing the position to 9,495 shares worth $1.47M. The position accounts for 0.23% of the portfolio, ranked #68.

Marino Stram & Associates first reported a position in SUSA in Q4 2017 and has held it in 21 quarters since. 271 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Marino Stram & Associates held 9,495 shares of iShares ESG Optimized MSCI USA ETF worth $1.47M as of Q2 2026.
  • Marino Stram & Associates bought 17 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $2.51K.
  • iShares ESG Optimized MSCI USA ETF made up 0.23% of Marino Stram & Associates's portfolio in Q2 2026, its #68 holding.
  • Marino Stram & Associates first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2017 and has held it in 21 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.