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

Wealth Enhancement Trust 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 		$40.4K Sell
262
-13
-5% -$1.92K ﹤0.01% 525
2026
Q1 		$36.3K Sell
275
-225
-45% -$31.2K ﹤0.01% 493
2025
Q4 		$69.7K Buy
+500
New +$69K 0.01% 388

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4.7% in Q2 2026, selling an estimated $1.92K and leaving 262 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Wealth Enhancement Trust Services first reported a position in SUSA in Q4 2025 and has held it in 3 quarters since. The position peaked at $69.7K in Q4 2025. 450 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Wealth Enhancement Trust Services held 262 shares of iShares ESG Optimized MSCI USA ETF worth $40.4K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 13 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.92K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #525 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's iShares ESG Optimized MSCI USA ETF position peaked at $69.7K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

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