Traveka Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Traveka Wealth’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	$309K	Hold	2,000	–	–	0.1%	132
2026 Q1	$264K	Hold	2,000	–	–	0.1%	143
2025 Q4	$279K	Hold	2,000	–	–	0.11%	138
2025 Q3	$271K	Hold	2,000	–	–	0.12%	130
2025 Q2	$254K	Hold	2,000	–	–	0.13%	115
2025 Q1	$230K	Hold	2,000	–	–	0.13%	127
2024 Q4	$243K	Hold	2,000	–	–	0.13%	116
2024 Q3	$241K	Hold	2,000	–	–	0.12%	112
2024 Q2	$225K	Hold	2,000	–	–	0.11%	110
2024 Q1	$218K	Hold	2,000	–	–	0.1%	116
2023 Q4	$201K	Buy	+2,000	New	+$187K	0.1%	118

Other funds holding SUSA

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Traveka Wealth's SUSA Position: Q2 2026 in Review

Traveka Wealth held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,000 shares worth $309K. The position accounts for 0.1% of the portfolio, ranked #132.

Traveka Wealth first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. 272 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Traveka Wealth held 2,000 shares of iShares ESG Optimized MSCI USA ETF worth $309K as of Q2 2026.
Traveka Wealth left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.1% of Traveka Wealth's portfolio in Q2 2026, its #132 holding.
Traveka Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
272 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.