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Traphagen Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Traphagen Investment 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
Q3 		$1.24M Buy
7,952
+394
+5% +$61.5K 0.08% 73
2026
Q2 		$1.17M Buy
7,558
+8
+0.1% +$1.18K 0.08% 78
2026
Q1 		$997K Buy
7,550
+11
+0.1% +$1.52K 0.08% 78
2025
Q4 		$1.05M Buy
7,539
+12
+0.2% +$1.66K 0.09% 76
2025
Q3 		$1.02M Sell
7,527
-62
-0.8% -$8.1K 0.09% 76
2025
Q2 		$962K Sell
7,589
-686
-8% -$80.9K 0.09% 75
2025
Q1 		$951K Sell
8,275
-69
-0.8% -$8.37K 0.1% 71
2024
Q4 		$1.01M Buy
8,344
+96
+1% +$11.8K 0.1% 69
2024
Q3 		$993K Sell
8,248
-33
-0.4% -$3.81K 0.1% 70
2024
Q2 		$931K Buy
8,281
+2
+0% +$217 0.1% 71
2024
Q1 		$904K Buy
8,279
+58
+0.7% +$6.04K 0.1% 71
2023
Q4 		$826K Buy
8,221
+64
+0.8% +$5.97K 0.1% 71
2023
Q3 		$734K Hold
8,157
– – 0.09% 70
2023
Q2 		$764K Sell
8,157
-3,118
-28% -$277K 0.1% 66
2023
Q1 		$990K Buy
11,275
+378
+3% +$32.5K 0.15% 53
2022
Q4 		$897K Buy
10,897
+3,972
+57% +$327K 0.14% 53
2022
Q3 		$526K Buy
6,925
+2,867
+71% +$244K 0.1% 62
2022
Q2 		$327K Buy
4,058
+2
+0% +$176 0.06% 99
2022
Q1 		$393K Buy
4,056
+2
+0% +$194 0.06% 86
2021
Q4 		$431K Buy
4,054
+2
+0% +$206 0.07% 87
2021
Q3 		$389K Buy
4,052
+225
+6% +$22.2K 0.07% 85
2021
Q2 		$366K Buy
3,827
+1
+0% +$92 0.06% 98
2021
Q1 		$336K Buy
3,826
+536
+16% +$45.7K 0.06% 100
2020
Q4 		$271K Buy
3,290
+10
+0.3% +$782 0.05% 113
2020
Q3 		$241K Buy
+3,280
New +$237K 0.05% 106

Other funds holding SUSA

Mission Wealth Management
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Sax Wealth Advisors
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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Traphagen Investment Advisors's SUSA Position: Q3 2026 in Review

Traphagen Investment Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 5.2% in Q3 2026, buying an estimated $61.5K and bringing the position to 7,952 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #73.

Traphagen Investment Advisors first reported a position in SUSA in Q3 2020 and has held it in 25 quarters since. 78 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Traphagen Investment Advisors held 7,952 shares of iShares ESG Optimized MSCI USA ETF worth $1.24M as of Q3 2026.
  • Traphagen Investment Advisors bought 394 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $61.5K.
  • iShares ESG Optimized MSCI USA ETF made up 0.08% of Traphagen Investment Advisors's portfolio in Q3 2026, its #73 holding.
  • Traphagen Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 25 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.