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Peak Financial Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Peak Financial Management’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 		$765K Buy
4,960
+300
+6% +$44.3K 0.18% 50
2026
Q1 		$616K Sell
4,660
-25
-0.5% -$3.47K 0.16% 51
2025
Q4 		$653K Sell
4,685
-110
-2% -$15.2K 0.17% 50
2025
Q3 		$650K Buy
4,795
+220
+5% +$28.7K 0.17% 50
2025
Q2 		$580K Buy
4,575
+90
+2% +$10.6K 0.16% 53
2025
Q1 		$515K Sell
4,485
-45
-1% -$5.46K 0.15% 52
2024
Q4 		$551K Hold
4,530
– – 0.17% 53
2024
Q3 		$545K Sell
4,530
-210
-4% -$24.2K 0.16% 53
2024
Q2 		$533K Buy
4,740
+10
+0.2% +$1.08K 0.17% 52
2024
Q1 		$516K Buy
4,730
+106
+2% +$11K 0.16% 53
2023
Q4 		$465K Buy
4,624
+127
+3% +$11.8K 0.16% 53
2023
Q3 		$405K Buy
4,497
+43
+1% +$4.05K 0.15% 51
2023
Q2 		$417K Buy
4,454
+715
+19% +$63.5K 0.15% 57
2023
Q1 		$328K Sell
3,739
-145
-4% -$12.5K 0.12% 54
2022
Q4 		$320K Buy
3,884
+180
+5% +$14.8K 0.13% 54
2022
Q3 		$281K Sell
3,704
-27
-0.7% -$2.3K 0.12% 59
2022
Q2 		$301K Hold
3,731
– – 0.12% 55
2022
Q1 		$361K Buy
3,731
+275
+8% +$26.6K 0.12% 50
2021
Q4 		$367K Buy
3,456
+200
+6% +$20.6K 0.12% 54
2021
Q3 		$312K Buy
3,256
+260
+9% +$25.7K 0.11% 53
2021
Q2 		$286K Sell
2,996
-260
-8% -$24K 0.1% 60
2021
Q1 		$286K Hold
3,256
– – 0.1% 58
2020
Q4 		$268K Buy
+3,256
New +$255K 0.1% 58

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

Peak Financial Management's SUSA Position: Q2 2026 in Review

Peak Financial Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 6.4% in Q2 2026, buying an estimated $44.3K and bringing the position to 4,960 shares worth $765K. The position accounts for 0.18% of the portfolio, ranked #50.

Peak Financial Management first reported a position in SUSA in Q4 2020 and has held it in 23 quarters since. 256 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Peak Financial Management held 4,960 shares of iShares ESG Optimized MSCI USA ETF worth $765K as of Q2 2026.
  • Peak Financial Management bought 300 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $44.3K.
  • iShares ESG Optimized MSCI USA ETF made up 0.18% of Peak Financial Management's portfolio in Q2 2026, its #50 holding.
  • Peak Financial Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • 256 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.