Naples Global Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Naples Global 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 Q2	$629K	Buy	+4,078	New	+$602K	0.04%	309

Other funds holding SUSA

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Naples Global Advisors's SUSA Position: Q2 2026 in Review

Naples Global Advisors opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 4,078 shares worth $629K. The stake represents 0.04% of the portfolio and ranks #309 among its holdings.

169 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Naples Global Advisors held 4,078 shares of iShares ESG Optimized MSCI USA ETF worth $629K as of Q2 2026.
iShares ESG Optimized MSCI USA ETF was a new Naples Global Advisors position in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.04% of Naples Global Advisors's portfolio in Q2 2026, its #309 holding.
169 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.