WealthGarden F.S.’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

WealthGarden F.S.’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	$305K	Sell	1,977 -216	-10%	-$31.9K	0.17%	135
2026 Q1	$290K	Hold	2,193	–	–	0.2%	130
2025 Q4	$312K	Hold	2,193	–	–	0.21%	117
2025 Q3	$300K	Sell	2,193 -3	-0.1%	-$392	0.21%	115
2025 Q2	$282K	Buy	2,196 +11	+0.5%	+$1.3K	0.23%	109
2025 Q1	$251K	Buy	2,185 +349	+19%	+$42.3K	0.24%	108
2024 Q4	$223K	Buy	1,836 +21	+1%	+$2.58K	0.21%	113
2024 Q3	$218K	Hold	1,815	–	–	0.21%	113
2024 Q2	$204K	Buy	+1,815	New	+$197K	0.21%	112

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

WealthGarden F.S.'s SUSA Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 9.8% in Q2 2026, selling an estimated $31.9K and leaving 1,977 shares worth $305K. The position accounts for 0.17% of the portfolio, ranked #135.

WealthGarden F.S. first reported a position in SUSA in Q2 2024 and has held it in 9 quarters since. The position peaked at $312K in Q4 2025. 256 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

WealthGarden F.S. held 1,977 shares of iShares ESG Optimized MSCI USA ETF worth $305K as of Q2 2026.
WealthGarden F.S. sold 216 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $31.9K.
iShares ESG Optimized MSCI USA ETF made up 0.17% of WealthGarden F.S.'s portfolio in Q2 2026, its #135 holding.
WealthGarden F.S. first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s iShares ESG Optimized MSCI USA ETF position peaked at $312K in Q4 2025.
256 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.