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

Stanich Group’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	$308K	Buy	1,976 +183	+10%	+$28.6K	0.15%	48
2026 Q2	$277K	Buy	1,793 +99	+6%	+$14.6K	0.17%	44
2026 Q1	$224K	Buy	1,694 +5	+0.3%	+$693	0.17%	41
2025 Q4	$235K	Buy	1,689 +4	+0.2%	+$552	0.18%	41
2025 Q3	$229K	Buy	1,685 +4	+0.2%	+$522	0.14%	52
2025 Q2	$214K	Sell	1,681 -325	-16%	-$38.3K	0.19%	37
2025 Q1	$230K	Sell	2,006 -902	-31%	-$109K	0.17%	47
2024 Q4	$354K	Buy	+2,908	New	+$357K	0.26%	39

Other funds holding SUSA

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Stanich Group's SUSA Position: Q3 2026 in Review

Stanich Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 10% in Q3 2026, buying an estimated $28.6K and bringing the position to 1,976 shares worth $308K. The position accounts for 0.15% of the portfolio, ranked #48.

Stanich Group first reported a position in SUSA in Q4 2024 and has held it in 8 quarters since. The position peaked at $354K in Q4 2024. 82 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

Stanich Group held 1,976 shares of iShares ESG Optimized MSCI USA ETF worth $308K as of Q3 2026.
Stanich Group bought 183 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $28.6K.
iShares ESG Optimized MSCI USA ETF made up 0.15% of Stanich Group's portfolio in Q3 2026, its #48 holding.
Stanich Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 8 quarters since.
Stanich Group's iShares ESG Optimized MSCI USA ETF position peaked at $354K in Q4 2024.
82 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.