Wealth Enhancement Advisory Services
SUSA icon

Wealth Enhancement Advisory Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wealth Enhancement Advisory Services’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 		$12.3M Buy
78,893
+2,581
+3% +$381K 0.02% 589
2026
Q1 		$10.2M Sell
76,312
-16,849
-18% -$2.34M 0.02% 574
2025
Q4 		$13.2M Sell
93,161
-1,974
-2% -$273K 0.02% 605
2025
Q3 		$13M Buy
95,135
+771
+0.8% +$101K 0.02% 563
2025
Q2 		$12.1M Sell
94,364
-1,328
-1% -$157K 0.02% 571
2025
Q1 		$11M Sell
95,692
-5,520
-5% -$669K 0.02% 552
2024
Q4 		$12.3M Buy
101,212
+17,174
+20% +$2.11M 0.02% 504
2024
Q3 		$10.1M Buy
84,038
+4,709
+6% +$543K 0.02% 508
2024
Q2 		$8.91M Buy
79,329
+2,286
+3% +$248K 0.02% 511
2024
Q1 		$8.41M Sell
77,043
-1,386
-2% -$144K 0.02% 523
2023
Q4 		$7.88M Buy
78,429
+19,476
+33% +$1.82M 0.02% 487
2023
Q3 		$5.3M Buy
58,953
+42,609
+261% +$4.01M 0.02% 564
2023
Q2 		$1.53M Buy
16,344
+453
+3% +$40.2K 0.02% 229
2023
Q1 		$1.39M Buy
15,891
+4,966
+45% +$427K 0.02% 268
2022
Q4 		$942K Buy
10,925
+1,302
+14% +$107K 0.01% 230
2022
Q3 		$741K Buy
9,623
+2,949
+44% +$251K 0.01% 253
2022
Q2 		$555K Buy
6,674
+4,440
+199% +$390K 0.01% 274
2022
Q1 		$219K Buy
+2,234
New +$216K ﹤0.01% 306

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
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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Wealth Enhancement Advisory Services's SUSA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3.4% in Q2 2026, buying an estimated $381K and bringing the position to 78,893 shares worth $12.3M. The position accounts for 0.02% of the portfolio, ranked #589.

Wealth Enhancement Advisory Services first reported a position in SUSA in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.2M in Q4 2025. 97 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 78,893 shares of iShares ESG Optimized MSCI USA ETF worth $12.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,581 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $381K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #589 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's iShares ESG Optimized MSCI USA ETF position peaked at $13.2M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.