Next Level Wealth Planning’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Next Level Wealth Planning’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	$26.9K	Buy	+173	New	+$27K	0.01%	231

Other funds holding SUSA

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Farrow Financial Randolph, Vermont $188M AUM 14.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Next Level Wealth Planning's SUSA Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2026: 173 shares worth $26.9K. The stake represents 0.01% of the portfolio and ranks #231 among its holdings.

309 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

Next Level Wealth Planning held 173 shares of iShares ESG Optimized MSCI USA ETF worth $26.9K as of Q3 2026.
iShares ESG Optimized MSCI USA ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #231 holding.
309 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.