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

McClarren Financial Advisors’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
Q3 		$1.08M Buy
6,944
+9
+0.1% +$1.4K 0.55% 34
2026
Q2 		$1.07M Buy
6,935
+8
+0.1% +$1.18K 0.55% 33
2026
Q1 		$915K Buy
6,927
+4,021
+138% +$558K 0.54% 35
2025
Q4 		$964K Sell
2,906
-1,604
-36% -$221K 0.58% 33
2025
Q3 		$969K Sell
4,510
-2,620
-37% -$342K 0.59% 33
2025
Q2 		$904K Buy
7,130
+2,662
+60% +$314K 0.59% 35
2025
Q1 		$817K Buy
4,468
+125
+3% +$15.2K 0.54% 33
2024
Q4 		$528K Sell
4,343
-107
-2% -$13.1K 1.48% 12
2024
Q3 		$12.3M Buy
4,450
+4,226
+1,887% +$488K 1.55% 16
2024
Q2 		$795K Sell
224
-6,866
-97% -$744K 0.56% 32
2024
Q1 		$775K Buy
7,090
+21
+0.3% +$2.19K 0.56% 33
2023
Q4 		$710K Buy
7,069
+58
+0.8% +$5.41K 0.54% 31
2023
Q3 		$630K Sell
7,011
-1
-0% -$94 0.55% 29
2023
Q2 		$656K Buy
7,012
+19
+0.3% +$1.69K 0.54% 30
2023
Q1 		$613K Buy
6,993
+26
+0.4% +$2.23K 0.56% 31
2022
Q4 		$573K Buy
6,967
+31
+0.4% +$2.55K 0.54% 32
2022
Q3 		$526K Buy
6,936
+34
+0.5% +$2.89K 0.52% 29
2022
Q2 		$556K Buy
6,902
+18
+0.3% +$1.58K 1.78% 17
2022
Q1 		$665K Buy
6,884
+20
+0.3% +$1.94K 0.48% 30
2021
Q4 		$730K Buy
6,864
+20
+0.3% +$2.06K 0.5% 31
2021
Q3 		$656K Buy
6,844
+22
+0.3% +$2.17K 0.51% 26
2021
Q2 		$651K Buy
6,822
+13
+0.2% +$1.2K 0.53% 27
2021
Q1 		$598K Buy
6,809
+21
+0.3% +$1.79K 0.53% 27
2020
Q4 		$558K Buy
+6,788
New +$531K 0.54% 27

Other funds holding SUSA

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

McClarren Financial Advisors's SUSA Position: Q3 2026 in Review

McClarren Financial Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.13% in Q3 2026, buying an estimated $1.4K and bringing the position to 6,944 shares worth $1.08M. The position accounts for 0.55% of the portfolio, ranked #34.

McClarren Financial Advisors first reported a position in SUSA in Q4 2020 and has held it in 24 quarters since. The position peaked at $12.3M in Q3 2024. 74 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • McClarren Financial Advisors held 6,944 shares of iShares ESG Optimized MSCI USA ETF worth $1.08M as of Q3 2026.
  • McClarren Financial Advisors bought 9 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $1.4K.
  • iShares ESG Optimized MSCI USA ETF made up 0.55% of McClarren Financial Advisors's portfolio in Q3 2026, its #34 holding.
  • McClarren Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 24 quarters since.
  • McClarren Financial Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $12.3M in Q3 2024.
  • 74 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.