SRWM
SUSA icon

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

Shira Ridge 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 		$44.5M Sell
288,096
-2,878
-1% -$425K 15.51% 1
2026
Q1 		$38.4M Buy
290,974
+1,460
+0.5% +$202K 15.21% 1
2025
Q4 		$40.3M Buy
289,514
+4,750
+2% +$656K 16.21% 1
2025
Q3 		$38.6M Sell
284,764
-2,680
-0.9% -$350K 16.39% 1
2025
Q2 		$36.4M Sell
287,444
-34
-0% -$4.01K 16.64% 1
2025
Q1 		$33M Buy
287,478
+23,829
+9% +$2.89M 16.47% 1
2024
Q4 		$32.1M Buy
263,649
+1,420
+0.5% +$174K 15.68% 1
2024
Q3 		$31.6M Sell
262,229
-10,658
-4% -$1.23M 16.1% 1
2024
Q2 		$30.7M Sell
272,887
-1,660
-0.6% -$180K 17.08% 1
2024
Q1 		$30M Sell
274,547
-562
-0.2% -$58.5K 17.15% 1
2023
Q4 		$27.7M Buy
275,109
+12,672
+5% +$1.18M 16.6% 1
2023
Q3 		$23.6M Buy
262,437
+6,004
+2% +$565K 15.51% 1
2023
Q2 		$24M Buy
256,433
+2,799
+1% +$249K 15.05% 1
2023
Q1 		$22.3M Buy
253,634
+3,347
+1% +$288K 14.7% 1
2022
Q4 		$20.6M Buy
+250,287
New +$20.6M 14.19% 1

Other funds holding SUSA

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Shira Ridge Wealth Management's SUSA Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.99% in Q2 2026, selling an estimated $425K and leaving 288,096 shares worth $44.5M. The position accounts for 15.51% of the portfolio, ranked #1.

Shira Ridge Wealth Management first reported a position in SUSA in Q4 2022 and has held it in 15 quarters since. 81 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Shira Ridge Wealth Management held 288,096 shares of iShares ESG Optimized MSCI USA ETF worth $44.5M as of Q2 2026.
  • Shira Ridge Wealth Management sold 2,878 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $425K.
  • iShares ESG Optimized MSCI USA ETF made up 15.51% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Shira Ridge Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • 81 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.