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Root Financial Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Root Financial Partners’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 		– Sell
-331
Closed -$43.7K – 2845
2026
Q1 		$43.7K Buy
331
+31
+10% +$4.3K ﹤0.01% 931
2025
Q4 		$41.8K Hold
300
– – ﹤0.01% 791
2025
Q3 		$40.7K Buy
+300
New +$39.2K ﹤0.01% 749

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

Root Financial Partners's SUSA Position: Q2 2026 in Review

Root Financial Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 331 shares — an estimated $43.7K sold.

Root Financial Partners first reported a position in SUSA in Q3 2025 and held it in 3 quarters. The position peaked at $43.7K in Q1 2026. 230 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Root Financial Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 331 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $43.7K.
  • Root Financial Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares ESG Optimized MSCI USA ETF position peaked at $43.7K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.