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

SHP 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 		$11.5K Buy
75
+1
+1% +$148 ﹤0.01% 924
2026
Q1 		$9.84K Hold
74
– – ﹤0.01% 898
2025
Q4 		$10.4K Buy
+74
New +$10.2K ﹤0.01% 825

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

SHP Wealth Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.4% in Q2 2026, buying an estimated $148 and bringing the position to 75 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

SHP Wealth Management first reported a position in SUSA in Q4 2025 and has held it in 3 quarters since. 383 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • SHP Wealth Management held 75 shares of iShares ESG Optimized MSCI USA ETF worth $11.5K as of Q2 2026.
  • SHP Wealth Management bought 1 iShares ESG Optimized MSCI USA ETF share in Q2 2026, an estimated $148.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #924 holding.
  • SHP Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.