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OLIO Financial Planning’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

OLIO Financial 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
Q2 		$411K Buy
2,662
+115
+5% +$17K 0.1% 47
2026
Q1 		$336K Hold
2,547
– – 0.09% 51
2025
Q4 		$355K Buy
2,547
+254
+11% +$35.1K 0.1% 47
2025
Q3 		$311K Hold
2,293
– – 0.09% 53
2025
Q2 		$291K Buy
+2,293
New +$270K 0.09% 54

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
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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

OLIO Financial Planning's SUSA Position: Q2 2026 in Review

OLIO Financial Planning increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4.5% in Q2 2026, buying an estimated $17K and bringing the position to 2,662 shares worth $411K. The position accounts for 0.1% of the portfolio, ranked #47.

OLIO Financial Planning first reported a position in SUSA in Q2 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • OLIO Financial Planning held 2,662 shares of iShares ESG Optimized MSCI USA ETF worth $411K as of Q2 2026.
  • OLIO Financial Planning bought 115 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $17K.
  • iShares ESG Optimized MSCI USA ETF made up 0.1% of OLIO Financial Planning's portfolio in Q2 2026, its #47 holding.
  • OLIO Financial Planning first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2025 and has held it in 5 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.