Values Added Financial
SUSA icon

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
Q3 		– Sell
-1,860
Closed -$287K – 146
2026
Q2 		$287K Buy
+1,860
New +$275K 0.1% 113

Other funds holding SUSA

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Farrow Financial
Farrow Financial Randolph, Vermont $188M AUM 14.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Corundum Group
Corundum Group Colorado Springs, Colorado $380M AUM 19.09% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Values Added Financial's SUSA Position: Q3 2026 in Review

Values Added Financial sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2026, closing a stake of 1,860 shares — an estimated $287K sold.

Values Added Financial first reported a position in SUSA in Q2 2026 and held it in 1 quarter. The position peaked at $287K in Q2 2026. 224 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Values Added Financial reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2026 after selling out during the quarter.
  • Values Added Financial sold 1,860 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $287K.
  • Values Added Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2026 and held it in 1 quarter.
  • Values Added Financial's iShares ESG Optimized MSCI USA ETF position peaked at $287K in Q2 2026.
  • 224 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.