SCA
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Sulzberger Capital Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Sulzberger Capital Advisors’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 		$231K Buy
+1,500
New +$221K 0.23% 49
2026
Q1 		– Sell
-1,500
Closed -$209K – 53
2025
Q4 		$209K Hold
1,500
– – 0.21% 52
2025
Q3 		$203K Buy
+1,500
New +$196K 0.23% 51

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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AL
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

Sulzberger Capital Advisors's SUSA Position: Q2 2026 in Review

Sulzberger Capital Advisors opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 1,500 shares worth $231K. The stake represents 0.23% of the portfolio and ranks #49 among its holdings. This is a return to the name: Sulzberger Capital Advisors previously reported a position in SUSA as recently as Q4 2025.

Sulzberger Capital Advisors first reported a position in SUSA in Q3 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Sulzberger Capital Advisors held 1,500 shares of iShares ESG Optimized MSCI USA ETF worth $231K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new Sulzberger Capital Advisors position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.23% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #49 holding.
  • Sulzberger Capital Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.