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Moment Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Moment Partners’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 		$1.18M Sell
7,622
-143
-2% -$21.1K 0.21% 27
2026
Q1 		$1.03M Sell
7,765
-38
-0.5% -$5.27K 0.18% 36
2025
Q4 		$1.09M Sell
7,803
-62
-0.8% -$8.56K 0.22% 28
2025
Q3 		$1.07M Sell
7,865
-88
-1% -$11.5K 0.19% 37
2025
Q2 		$1.01M Sell
7,953
-94
-1% -$11.1K 0.19% 38
2025
Q1 		$924K Sell
8,047
-322
-4% -$39K 0.18% 38
2024
Q4 		$1.02M Buy
+8,369
New +$1.03M 0.19% 37

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
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Moment Partners's SUSA Position: Q2 2026 in Review

Moment Partners reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.8% in Q2 2026, selling an estimated $21.1K and leaving 7,622 shares worth $1.18M. The position accounts for 0.21% of the portfolio, ranked #27.

Moment Partners first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Moment Partners held 7,622 shares of iShares ESG Optimized MSCI USA ETF worth $1.18M as of Q2 2026.
  • Moment Partners sold 143 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $21.1K.
  • iShares ESG Optimized MSCI USA ETF made up 0.21% of Moment Partners's portfolio in Q2 2026, its #27 holding.
  • Moment Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.