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

Values Added 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	$287K	Buy	+1,860	New	+$275K	0.1%	113

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

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Values Added Financial's SUSA Position: Q2 2026 in Review

Values Added Financial opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 1,860 shares worth $287K. The stake represents 0.1% of the portfolio and ranks #113 among its holdings.

234 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Values Added Financial held 1,860 shares of iShares ESG Optimized MSCI USA ETF worth $287K as of Q2 2026.
iShares ESG Optimized MSCI USA ETF was a new Values Added Financial position in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.1% of Values Added Financial's portfolio in Q2 2026, its #113 holding.
234 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.