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

VERITY Wealth Advisors’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	$3.59M	Sell	23,263 -291	-1%	-$43K	2.17%	7
2026 Q1	$3.11M	Hold	23,554	–	–	2.08%	7
2025 Q4	$3.28M	Hold	23,554	–	–	2.04%	8
2025 Q3	$3.2M	Hold	23,554	–	–	2.02%	9
2025 Q2	$2.99M	Hold	23,554	–	–	2.01%	9
2025 Q1	$2.71M	Hold	23,554	–	–	2.01%	9
2024 Q4	$2.86M	Hold	23,554	–	–	2.07%	9
2024 Q3	$2.84M	Hold	23,554	–	–	1.99%	10
2024 Q2	$2.65M	Hold	23,554	–	–	1.98%	10
2024 Q1	$2.57M	Hold	23,554	–	–	1.97%	10
2023 Q4	$2.37M	Hold	23,554	–	–	2.03%	10
2023 Q3	$2.12M	Hold	23,554	–	–	1.99%	11
2023 Q2	$2.21M	Buy	23,554 +1,016	+5%	+$90.3K	1.98%	11
2023 Q1	$1.98M	Hold	22,538	–	–	1.83%	12
2022 Q4	$1.86M	Hold	22,538	–	–	1.82%	11
2022 Q3	$1.71M	Hold	22,538	–	–	1.76%	13
2022 Q2	$1.82M	Hold	22,538	–	–	1.77%	13
2022 Q1	$2.18M	Hold	22,538	–	–	1.93%	12
2021 Q4	$2.4M	Hold	22,538	–	–	1.99%	12
2021 Q3	$2.16M	Buy	22,538 +960	+4%	+$94.9K	1.93%	13
2021 Q2	$2.06M	Hold	21,578	–	–	1.87%	14
2021 Q1	$1.9M	Hold	21,578	–	–	1.68%	15
2020 Q4	$1.78M	Buy	21,578 +90	+0.4%	+$7.04K	1.62%	15
2020 Q3	$1.58M	Hold	21,488	–	–	1.61%	15
2020 Q2	$1.44M	Hold	21,488	–	–	1.54%	16
2020 Q1	$1.18M	Sell	21,488 -1,014	-5%	-$65K	1.6%	18
2019 Q4	$1.51M	Hold	22,502	–	–	1.45%	16
2019 Q3	$1.39M	Sell	22,502 -24	-0.1%	-$1.47K	1.37%	18
2019 Q2	$1.37M	Hold	22,526	–	–	1.35%	18
2019 Q1	$1.33M	Hold	22,526	–	–	1.36%	20
2018 Q4	$1.16M	Buy	+22,526	New	+$1.25M	1.34%	22

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

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

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

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

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

VERITY Wealth Advisors's SUSA Position: Q2 2026 in Review

VERITY Wealth Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.2% in Q2 2026, selling an estimated $43K and leaving 23,263 shares worth $3.59M. The position accounts for 2.17% of the portfolio, ranked #7.

VERITY Wealth Advisors first reported a position in SUSA in Q4 2018 and has held it in 31 quarters since. 127 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

VERITY Wealth Advisors held 23,263 shares of iShares ESG Optimized MSCI USA ETF worth $3.59M as of Q2 2026.
VERITY Wealth Advisors sold 291 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $43K.
iShares ESG Optimized MSCI USA ETF made up 2.17% of VERITY Wealth Advisors's portfolio in Q2 2026, its #7 holding.
VERITY Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and has held it in 31 quarters since.
127 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.