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

SWP Financial’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 		$413K Buy
2,674
+3
+0.1% +$443 0.19% 51
2026
Q1 		$353K Buy
2,671
+189
+8% +$26.2K 0.18% 52
2025
Q4 		$346K Sell
2,482
-101
-4% -$13.9K 0.17% 52
2025
Q3 		$350K Sell
2,583
-26
-1% -$3.4K 0.18% 54
2025
Q2 		$331K Sell
2,609
-130
-5% -$15.3K 0.18% 55
2025
Q1 		$315K Sell
2,739
-46
-2% -$5.58K 0.19% 49
2024
Q4 		$339K Sell
2,785
-394
-12% -$48.3K 0.2% 51
2024
Q3 		$383K Hold
3,179
– – 0.23% 32
2024
Q2 		$357K Buy
3,179
+51
+2% +$5.53K 0.24% 32
2024
Q1 		$341K Buy
3,128
+228
+8% +$23.7K 0.24% 32
2023
Q4 		$291K Buy
+2,900
New +$271K 0.23% 34

Other funds holding SUSA

ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
FF
Farrow Financial Randolph, Vermont $187M AUM 21.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWP Financial's SUSA Position: Q2 2026 in Review

SWP Financial increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.11% in Q2 2026, buying an estimated $443 and bringing the position to 2,674 shares worth $413K. The position accounts for 0.19% of the portfolio, ranked #51.

SWP Financial first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. 278 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • SWP Financial held 2,674 shares of iShares ESG Optimized MSCI USA ETF worth $413K as of Q2 2026.
  • SWP Financial bought 3 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $443.
  • iShares ESG Optimized MSCI USA ETF made up 0.19% of SWP Financial's portfolio in Q2 2026, its #51 holding.
  • SWP Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 278 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

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