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

Merit Financial Group’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 		$758K Sell
4,914
-132
-3% -$19.5K ﹤0.01% 1241
2026
Q1 		$667K Sell
5,046
-148
-3% -$20.5K 0.01% 1196
2025
Q4 		$724K Buy
5,194
+138
+3% +$19.1K 0.01% 1091
2025
Q3 		$686K Hold
5,056
– – 0.01% 1018
2025
Q2 		$641K Hold
5,056
– – 0.01% 982
2025
Q1 		$581K Hold
5,056
– – 0.01% 870
2024
Q4 		$615K Buy
5,056
+182
+4% +$22.3K 0.01% 651
2024
Q3 		$587K Sell
4,874
-280
-5% -$32.3K 0.01% 527
2024
Q2 		$579K Sell
5,154
-1,800
-26% -$195K 0.01% 551
2024
Q1 		$739K Buy
6,954
+82
+1% +$8.54K 0.02% 478
2023
Q4 		$691K Buy
6,872
+122
+2% +$11.4K 0.02% 405
2023
Q3 		$607K Hold
6,750
– – 0.02% 417
2023
Q2 		$632K Hold
6,750
– – 0.02% 417
2023
Q1 		$592K Hold
6,750
– – 0.02% 364
2022
Q4 		$556K Sell
6,750
-6,552
-49% -$540K 0.02% 394
2022
Q3 		$1.01M Buy
13,302
+1,279
+11% +$109K 0.04% 244
2022
Q2 		$970K Buy
12,023
+7,029
+141% +$617K 0.03% 265
2022
Q1 		$484K Hold
4,994
– – 0.03% 242
2021
Q4 		$531K Hold
4,994
– – 0.05% 162
2021
Q3 		$479K Hold
4,994
– – 0.05% 161
2021
Q2 		$477K Hold
4,994
– – 0.04% 163
2021
Q1 		$439K Buy
4,994
+1,235
+33% +$105K 0.05% 165
2020
Q4 		$310K Buy
3,759
+637
+20% +$49.8K 0.03% 167
2020
Q3 		$230K Hold
3,122
– – 0.02% 196
2020
Q2 		$209K Buy
+3,122
New +$195K 0.02% 200

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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Merit Financial Group's SUSA Position: Q2 2026 in Review

Merit Financial Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.6% in Q2 2026, selling an estimated $19.5K and leaving 4,914 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Merit Financial Group first reported a position in SUSA in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.01M in Q3 2022. 101 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Merit Financial Group held 4,914 shares of iShares ESG Optimized MSCI USA ETF worth $758K as of Q2 2026.
  • Merit Financial Group sold 132 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $19.5K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1241 holding.
  • Merit Financial Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and has held it in 25 quarters since.
  • Merit Financial Group's iShares ESG Optimized MSCI USA ETF position peaked at $1.01M in Q3 2022.
  • 101 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

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