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Resonant Capital Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Resonant Capital 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 		$1.86M Buy
12,054
+24
+0.2% +$3.54K 0.09% 140
2026
Q1 		$1.59M Sell
12,030
-43
-0.4% -$5.96K 0.08% 144
2025
Q4 		$1.68M Sell
12,073
-52
-0.4% -$7.18K 0.09% 128
2025
Q3 		$1.64M Hold
12,125
– – 0.1% 129
2025
Q2 		$1.54M Hold
12,125
– – 0.1% 128
2025
Q1 		$1.39M Sell
12,125
-91
-0.7% -$11K 0.1% 130
2024
Q4 		$1.49M Sell
12,216
-248
-2% -$30.4K 0.11% 123
2024
Q3 		$1.5M Hold
12,464
– – 0.11% 125
2024
Q2 		$1.4M Sell
12,464
-212
-2% -$23K 0.11% 124
2024
Q1 		$1.38M Buy
12,676
+147
+1% +$15.3K 0.12% 127
2023
Q4 		$1.26M Sell
12,529
-79
-0.6% -$7.37K 0.12% 127
2023
Q3 		$1.14M Hold
12,608
– – 0.12% 118
2023
Q2 		$1.18M Hold
12,608
– – 0.13% 115
2023
Q1 		$1.11M Sell
12,608
-85
-0.7% -$7.3K 0.13% 116
2022
Q4 		$1.04M Hold
12,693
– – 0.13% 115
2022
Q3 		$964K Hold
12,693
– – 0.15% 110
2022
Q2 		$1.02M Hold
12,693
– – 0.16% 103
2022
Q1 		$1.23M Hold
12,693
– – 0.18% 96
2021
Q4 		$1.35M Hold
12,693
– – 0.2% 87
2021
Q3 		$1.22M Hold
12,693
– – 0.21% 86
2021
Q2 		$1.21M Buy
12,693
+1,268
+11% +$117K 0.23% 81
2021
Q1 		$1M Buy
11,425
+2,330
+26% +$199K 0.21% 83
2020
Q4 		$749K Buy
+9,095
New +$711K 0.18% 90

Other funds holding SUSA

ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Resonant Capital Advisors's SUSA Position: Q2 2026 in Review

Resonant Capital Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.2% in Q2 2026, buying an estimated $3.54K and bringing the position to 12,054 shares worth $1.86M. The position accounts for 0.09% of the portfolio, ranked #140.

Resonant Capital Advisors first reported a position in SUSA in Q4 2020 and has held it in 23 quarters since. 271 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Resonant Capital Advisors held 12,054 shares of iShares ESG Optimized MSCI USA ETF worth $1.86M as of Q2 2026.
  • Resonant Capital Advisors bought 24 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $3.54K.
  • iShares ESG Optimized MSCI USA ETF made up 0.09% of Resonant Capital Advisors's portfolio in Q2 2026, its #140 holding.
  • Resonant Capital Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • 271 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.