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NWAM LLC’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

NWAM LLC’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 		$565K Buy
+3,662
New +$541K 0.03% 417

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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

NWAM LLC's SUSA Position: Q2 2026 in Review

NWAM LLC opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 3,662 shares worth $565K. The stake represents 0.03% of the portfolio and ranks #417 among its holdings.

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

  • NWAM LLC held 3,662 shares of iShares ESG Optimized MSCI USA ETF worth $565K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new NWAM LLC position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of NWAM LLC's portfolio in Q2 2026, its #417 holding.
  • 148 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.