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Sax Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sax Wealth 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 		$2.67M Buy
20,245
+56
+0.3% +$8.27K 0.11% 128
2026
Q1 		$2.81M Hold
20,189
– – 0.14% 98
2025
Q4 		$2.81M Buy
20,189
+1,059
+6% +$146K 0.13% 99
2025
Q3 		$2.6M Hold
19,130
– – 0.14% 94
2025
Q2 		$2.42M Sell
19,130
-705
-4% -$83.1K 0.15% 87
2025
Q1 		$2.28M Buy
19,835
+11,412
+135% +$1.38M 0.16% 82
2024
Q4 		$1.02M Buy
8,423
+375
+5% +$46K 0.08% 122
2024
Q3 		$969K Buy
8,048
+643
+9% +$74.2K 0.09% 95
2024
Q2 		$832K Buy
7,405
+839
+13% +$90.9K 0.08% 102
2024
Q1 		$717K Hold
6,566
– – 0.08% 95
2023
Q4 		$660K Hold
6,566
– – 0.11% 98
2023
Q3 		$591K Hold
6,566
– – 0.12% 101
2023
Q2 		$615K Sell
6,566
-155
-2% -$13.8K 0.12% 95
2023
Q1 		$590K Hold
6,721
– – 0.13% 96
2022
Q4 		$553K Hold
6,721
– – 0.13% 93
2022
Q3 		$510K Hold
6,721
– – 0.13% 94
2022
Q2 		$542K Hold
6,721
– – 0.14% 97
2022
Q1 		$651K Buy
6,721
+165
+3% +$16K 0.16% 83
2021
Q4 		$697K Buy
6,556
+90
+1% +$9.25K 0.15% 91
2021
Q3 		$620K Buy
6,466
+10
+0.2% +$988 0.15% 93
2021
Q2 		$617K Buy
6,456
+651
+11% +$60.2K 0.21% 88
2021
Q1 		$510K Buy
+5,805
New +$495K 0.19% 89

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

Sax Wealth Advisors's SUSA Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.28% in Q2 2026, buying an estimated $8.27K and bringing the position to 20,245 shares worth $2.67M. The position accounts for 0.11% of the portfolio, ranked #128.

Sax Wealth Advisors first reported a position in SUSA in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.81M in Q1 2026. 101 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Sax Wealth Advisors held 20,245 shares of iShares ESG Optimized MSCI USA ETF worth $2.67M as of Q2 2026.
  • Sax Wealth Advisors bought 56 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $8.27K.
  • iShares ESG Optimized MSCI USA ETF made up 0.11% of Sax Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • Sax Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
  • Sax Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $2.81M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.