SignatureFD’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

SignatureFD’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	$351K	Hold	2,278	–	–	﹤0.01%	811
2026 Q1	$301K	Hold	2,278	–	–	﹤0.01%	808
2025 Q4	$317K	Hold	2,278	–	–	﹤0.01%	764
2025 Q3	$309K	Hold	2,278	–	–	﹤0.01%	762
2025 Q2	$289K	Hold	2,278	–	–	﹤0.01%	754
2025 Q1	$262K	Hold	2,278	–	–	0.01%	770
2024 Q4	$277K	Hold	2,278	–	–	0.01%	742
2024 Q3	$274K	Hold	2,278	–	–	0.01%	727
2024 Q2	$256K	Hold	2,278	–	–	0.01%	721
2024 Q1	$249K	Hold	2,278	–	–	0.01%	745
2023 Q4	$229K	Hold	2,278	–	–	0.01%	741
2023 Q3	$205K	Hold	2,278	–	–	0.01%	739
2023 Q2	$213K	Hold	2,278	–	–	0.01%	733
2023 Q1	$200K	Hold	2,278	–	–	0.01%	729
2022 Q4	$188K	Hold	2,278	–	–	0.01%	730
2022 Q3	$173K	Hold	2,278	–	–	0.01%	731
2022 Q2	$184K	Hold	2,278	–	–	0.01%	726
2022 Q1	$221K	Hold	2,278	–	–	0.01%	683
2021 Q4	$242K	Hold	2,278	–	–	0.01%	639
2021 Q3	$219K	Hold	2,278	–	–	0.01%	652
2021 Q2	$218K	Hold	2,278	–	–	0.01%	635
2021 Q1	$200K	Buy	+2,278	New	+$194K	0.01%	591

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

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

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

SignatureFD's SUSA Position: Q2 2026 in Review

SignatureFD held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,278 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

SignatureFD first reported a position in SUSA in Q1 2021 and has held it in 22 quarters since. 169 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

SignatureFD held 2,278 shares of iShares ESG Optimized MSCI USA ETF worth $351K as of Q2 2026.
SignatureFD left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #811 holding.
SignatureFD first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
169 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.