Riverbend Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Riverbend Wealth 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	$772K	Hold	5,000	–	–	0.39%	71
2026 Q1	$661K	Hold	5,000	–	–	0.38%	75
2025 Q4	$697K	Hold	5,000	–	–	0.43%	68
2025 Q3	$678K	Hold	5,000	–	–	0.47%	58
2025 Q2	$634K	Hold	5,000	–	–	0.48%	56
2025 Q1	$574K	Hold	5,000	–	–	0.51%	58
2024 Q4	$608K	Buy	+5,000	New	+$613K	0.54%	49

Other funds holding SUSA

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Riverbend Wealth Management's SUSA Position: Q2 2026 in Review

Riverbend Wealth Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 5,000 shares worth $772K. The position accounts for 0.39% of the portfolio, ranked #71.

Riverbend Wealth Management first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. 262 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Riverbend Wealth Management held 5,000 shares of iShares ESG Optimized MSCI USA ETF worth $772K as of Q2 2026.
Riverbend Wealth Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.39% of Riverbend Wealth Management's portfolio in Q2 2026, its #71 holding.
Riverbend Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
262 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.