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 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

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

New Covenant Trust Company Jeffersonville, Indiana $133M AUM 28.4% 1-Year Est. Return