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

Valley Wealth Managers’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	$54.5K	Hold	350	–	–	﹤0.01%	222
2026 Q2	$54K	Hold	350	–	–	﹤0.01%	219
2026 Q1	$46.2K	Hold	350	–	–	﹤0.01%	220
2025 Q4	$48.8K	Hold	350	–	–	﹤0.01%	219
2025 Q3	$47.5K	Hold	350	–	–	﹤0.01%	209
2025 Q2	$44.4K	Hold	350	–	–	﹤0.01%	203
2025 Q1	$40.2K	Hold	350	–	–	﹤0.01%	217
2024 Q4	$42.6K	Hold	350	–	–	﹤0.01%	217
2024 Q3	$42.1K	Hold	350	–	–	﹤0.01%	223
2024 Q2	$39.3K	Hold	350	–	–	﹤0.01%	228
2024 Q1	$38.2K	Hold	350	–	–	﹤0.01%	224
2023 Q4	$35.2K	Hold	350	–	–	﹤0.01%	228
2023 Q3	$31.5K	Sell	350 -38	-10%	-$3.58K	﹤0.01%	238
2023 Q2	$36.3K	Hold	388	–	–	﹤0.01%	219
2023 Q1	$34.1K	Sell	388 -200	-34%	-$17.2K	﹤0.01%	233
2022 Q4	$48.4K	Hold	588	–	–	﹤0.01%	230
2022 Q3	$45K	Hold	588	–	–	﹤0.01%	247
2022 Q2	$47K	Buy	+588	New	+$51.6K	﹤0.01%	251

Other funds holding SUSA

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Farrow Financial Randolph, Vermont $188M AUM 14.45% 1-Year Est. Return

Valley Wealth Managers's SUSA Position: Q3 2026 in Review

Valley Wealth Managers held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2026 at 350 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Valley Wealth Managers first reported a position in SUSA in Q2 2022 and has held it in 18 quarters since. 356 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

Valley Wealth Managers held 350 shares of iShares ESG Optimized MSCI USA ETF worth $54.5K as of Q3 2026.
Valley Wealth Managers left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2026.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #222 holding.
Valley Wealth Managers first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2022 and has held it in 18 quarters since.
356 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.