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Triumph Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Triumph Capital Management’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 		$25.6K Hold
166
– – ﹤0.01% 864
2026
Q1 		$21.9K Hold
166
– – ﹤0.01% 862
2025
Q4 		$23.1K Buy
+166
New +$22.9K 0.01% 821

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
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
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Triumph Capital Management's SUSA Position: Q2 2026 in Review

Triumph Capital Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 166 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Triumph Capital Management first reported a position in SUSA in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Triumph Capital Management held 166 shares of iShares ESG Optimized MSCI USA ETF worth $25.6K as of Q2 2026.
  • Triumph Capital Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #864 holding.
  • Triumph Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.