Mission Wealth Management
SUSA icon

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

Mission 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
2026
Q3 		$62.7M Sell
402,724
-32,113
-7% -$5.01M 0.99% 19
2026
Q2 		$67.1M Buy
434,837
+22,566
+5% +$3.33M 0.82% 22
2026
Q1 		$54.5M Buy
412,271
+1,266
+0.3% +$176K 1.12% 16
2025
Q4 		$57.3M Sell
411,005
-7,319
-2% -$1.01M 1.14% 15
2025
Q3 		$56.7M Sell
418,324
-14,494
-3% -$1.89M 1.13% 13
2025
Q2 		$54.9M Sell
432,818
-50,807
-11% -$5.99M 1.17% 14
2025
Q1 		$55.6M Buy
483,625
+22,221
+5% +$2.69M 1.36% 13
2024
Q4 		$56.1M Buy
461,404
+168
+0% +$20.6K 1.31% 14
2024
Q3 		$55.5M Buy
461,236
+8,936
+2% +$1.03M 1.34% 13
2024
Q2 		$50.8M Sell
452,300
-26,182
-5% -$2.84M 1.35% 12
2024
Q1 		$52.2M Buy
478,482
+42,798
+10% +$4.46M 1.37% 11
2023
Q4 		$43.8M Sell
435,684
-15,217
-3% -$1.42M 1.42% 13
2023
Q3 		$40.6M Buy
450,901
+22,501
+5% +$2.12M 1.51% 13
2023
Q2 		$40.1M Buy
428,400
+17,284
+4% +$1.54M 1.52% 13
2023
Q1 		$36.1M Buy
411,116
+23,892
+6% +$2.05M 1.51% 14
2022
Q4 		$31.9M Sell
387,224
-21,539
-5% -$1.77M 1.52% 14
2022
Q3 		$31M Buy
408,763
+12,303
+3% +$1.05M 1.64% 14
2022
Q2 		$32M Buy
396,460
+51,283
+15% +$4.5M 1.68% 14
2022
Q1 		$33.4M Buy
345,177
+25,459
+8% +$2.47M 1.55% 16
2021
Q4 		$34M Buy
319,718
+29,483
+10% +$3.03M 1.53% 16
2021
Q3 		$27.8M Buy
290,235
+10,680
+4% +$1.06M 1.42% 15
2021
Q2 		$26.7M Buy
279,555
+18,881
+7% +$1.75M 1.42% 16
2021
Q1 		$22.9M Buy
260,674
+22,989
+10% +$1.96M 1.33% 17
2020
Q4 		$19.6M Buy
237,685
+15,411
+7% +$1.2M 1.22% 18
2020
Q3 		$16.3M Buy
222,274
+16,406
+8% +$1.18M 1.22% 16
2020
Q2 		$13.8M Buy
205,868
+17,596
+9% +$1.1M 1.19% 18
2020
Q1 		$10.3M Buy
188,272
+15,650
+9% +$1M 1.14% 22
2019
Q4 		$11.6M Buy
172,622
+23,530
+16% +$1.5M 1.11% 20
2019
Q3 		$9.21M Buy
149,092
+14,246
+11% +$872K 0.98% 21
2019
Q2 		$8.22M Buy
134,846
+42,650
+46% +$2.55M 0.92% 23
2019
Q1 		$5.45M Buy
92,196
+17,566
+24% +$990K 0.63% 28
2018
Q4 		$3.85M Buy
74,630
+1,180
+2% +$65.4K 0.5% 32
2018
Q3 		$4.38M Buy
73,450
+15,150
+26% +$889K 0.58% 27
2018
Q2 		$3.29M Buy
58,300
+14,990
+35% +$844K 0.49% 32
2018
Q1 		$2.4M Buy
43,310
+30,170
+230% +$1.72M 0.39% 35
2017
Q4 		$730K Buy
13,140
+6,900
+111% +$374K 0.13% 85
2017
Q3 		$326K Buy
6,240
+1,680
+37% +$87K 0.06% 133
2017
Q2 		$233K Hold
4,560
– – 0.04% 168
2017
Q1 		$224K Hold
4,560
– – 0.04% 164
2016
Q4 		$210K Sell
4,560
-100
-2% -$4.54K 0.04% 165
2016
Q3 		$212K Hold
4,660
– – 0.05% 156
2016
Q2 		$201K Buy
+4,660
New +$200K 0.05% 152
2015
Q3 		– Sell
-5,180
Closed -$222K – 153
2015
Q2 		$222K Buy
+5,180
New +$225K 0.08% 119

Other funds holding SUSA

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
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Mission Wealth Management's SUSA Position: Q3 2026 in Review

Mission Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 7.4% in Q3 2026, selling an estimated $5.01M and leaving 402,724 shares worth $62.7M. The position accounts for 0.99% of the portfolio, ranked #19.

Mission Wealth Management first reported a position in SUSA in Q2 2015 and has held it in 43 quarters since. The position peaked at $67.1M in Q2 2026. 74 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Mission Wealth Management held 402,724 shares of iShares ESG Optimized MSCI USA ETF worth $62.7M as of Q3 2026.
  • Mission Wealth Management sold 32,113 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $5.01M.
  • iShares ESG Optimized MSCI USA ETF made up 0.99% of Mission Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Mission Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2015 and has held it in 43 quarters since.
  • Mission Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $67.1M in Q2 2026.
  • 74 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.