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WealthBridge Capital Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

WealthBridge Capital Management’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
Q1 		$602K Buy
4,554
+1
+0% +$139 0.14% 114
2025
Q4 		$634K Hold
4,553
– – 0.14% 103
2025
Q3 		$618K Sell
4,553
-164
-3% -$21.4K 0.14% 103
2025
Q2 		$598K Buy
4,717
+150
+3% +$17.7K 0.15% 101
2025
Q1 		$525K Sell
4,567
-299
-6% -$36.3K 0.15% 104
2024
Q4 		$592K Sell
4,866
-1,099
-18% -$135K 0.16% 99
2024
Q3 		$718K Buy
5,965
+51
+0.9% +$5.88K 0.21% 88
2024
Q2 		$665K Sell
5,914
-219
-4% -$23.7K 0.22% 86
2024
Q1 		$670K Buy
6,133
+1
+0% +$104 0.23% 79
2023
Q4 		$616K Buy
6,132
+2
+0% +$187 0.23% 80
2023
Q3 		$551K Buy
6,130
+200
+3% +$18.8K 0.23% 84
2023
Q2 		$555K Buy
5,930
+1
+0% +$89 0.22% 84
2023
Q1 		$520K Sell
5,929
-132
-2% -$11.3K 0.21% 97
2022
Q4 		$499K Buy
6,061
+599
+11% +$49.3K 0.21% 99
2022
Q3 		$441K Hold
5,462
– – 0.19% 104
2022
Q2 		$441K Buy
5,462
+76
+1% +$6.67K 0.19% 104
2022
Q1 		$522K Sell
5,386
-150
-3% -$14.5K 0.2% 103
2021
Q4 		$588K Sell
5,536
-2,156
-28% -$222K 0.22% 90
2021
Q3 		$738K Sell
7,692
-819
-10% -$80.9K 0.28% 75
2021
Q2 		$813K Buy
8,511
+553
+7% +$51.1K 0.3% 74
2021
Q1 		$699K Buy
7,958
+3,093
+64% +$264K 0.28% 78
2020
Q4 		$401K Buy
+4,865
New +$380K 0.18% 96
2019
Q2 		– Sell
-800
Closed -$48K – 771
2019
Q1 		$48K Hold
800
– – 0.03% 294
2018
Q4 		$41K Buy
+800
New +$44.4K 0.03% 278

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

WealthBridge Capital Management's SUSA Position: Q1 2026 in Review

WealthBridge Capital Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.02% in Q1 2026, buying an estimated $139 and bringing the position to 4,554 shares worth $602K. The position accounts for 0.14% of the portfolio, ranked #114.

WealthBridge Capital Management first reported a position in SUSA in Q4 2018 and has held it in 24 quarters since. The position peaked at $813K in Q2 2021. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • WealthBridge Capital Management held 4,554 shares of iShares ESG Optimized MSCI USA ETF worth $602K as of Q1 2026.
  • WealthBridge Capital Management bought 1 iShares ESG Optimized MSCI USA ETF share in Q1 2026, an estimated $139.
  • iShares ESG Optimized MSCI USA ETF made up 0.14% of WealthBridge Capital Management's portfolio in Q1 2026, its #114 holding.
  • WealthBridge Capital Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and has held it in 24 quarters since.
  • WealthBridge Capital Management's iShares ESG Optimized MSCI USA ETF position peaked at $813K in Q2 2021.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.