SS
SUSA icon

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

Sound Stewardship’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
Q3 		$502K Hold
3,226
– – 0.2% 46
2026
Q2 		$498K Hold
3,226
– – 0.21% 43
2026
Q1 		$426K Hold
3,226
– – 0.2% 47
2025
Q4 		$449K Sell
3,226
-158
-5% -$21.8K 0.22% 45
2025
Q3 		$459K Buy
3,384
+1
+0% +$131 0.22% 43
2025
Q2 		$429K Sell
3,383
-5,149
-60% -$607K 0.22% 44
2025
Q1 		$980K Sell
8,532
-1,688
-17% -$205K 0.56% 30
2024
Q4 		$1.24M Sell
10,220
-76
-0.7% -$9.32K 0.74% 25
2024
Q3 		$1.24M Sell
10,296
-295
-3% -$34K 0.7% 26
2024
Q2 		$1.19M Sell
10,591
-521
-5% -$56.5K 0.72% 26
2024
Q1 		$1.21M Buy
11,112
+190
+2% +$19.8K 0.74% 26
2023
Q4 		$1.1M Sell
10,922
-1,222
-10% -$114K 0.73% 32
2023
Q3 		$1.09M Hold
12,144
– – 0.73% 34
2023
Q2 		$1.14M Buy
12,144
+10
+0.1% +$888 0.75% 33
2023
Q1 		$1.06M Sell
12,134
-74
-0.6% -$6.36K 0.72% 33
2022
Q4 		$1M Buy
+12,208
New +$1.01M 0.74% 33

Other funds holding SUSA

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Sound Stewardship's SUSA Position: Q3 2026 in Review

Sound Stewardship held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2026 at 3,226 shares worth $502K. The position accounts for 0.2% of the portfolio, ranked #46.

Sound Stewardship first reported a position in SUSA in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.24M in Q4 2024. 60 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Sound Stewardship held 3,226 shares of iShares ESG Optimized MSCI USA ETF worth $502K as of Q3 2026.
  • Sound Stewardship left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.2% of Sound Stewardship's portfolio in Q3 2026, its #46 holding.
  • Sound Stewardship first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 16 quarters since.
  • Sound Stewardship's iShares ESG Optimized MSCI USA ETF position peaked at $1.24M in Q4 2024.
  • 60 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.