Weaver Consulting Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Weaver Consulting Group’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 Q3	$573K	Hold	3,682	–	–	0.11%	165
2026 Q2	$568K	Hold	3,682	–	–	0.12%	157
2026 Q1	$486K	Hold	3,682	–	–	0.12%	149
2025 Q4	$513K	Hold	3,682	–	–	0.13%	143
2025 Q3	$499K	Hold	3,682	–	–	0.13%	139
2025 Q2	$467K	Hold	3,682	–	–	0.13%	134
2025 Q1	$423K	Hold	3,682	–	–	0.13%	136
2024 Q4	$448K	Hold	3,682	–	–	0.14%	122
2024 Q3	$443K	Hold	3,682	–	–	0.14%	121
2024 Q2	$414K	Hold	3,682	–	–	0.14%	120
2024 Q1	$402K	Hold	3,682	–	–	0.15%	124
2023 Q4	$370K	Hold	3,682	–	–	0.15%	120
2023 Q3	$331K	Hold	3,682	–	–	0.15%	124
2023 Q2	$345K	Hold	3,682	–	–	0.15%	118
2023 Q1	$323K	Hold	3,682	–	–	0.15%	130
2022 Q4	$303K	Hold	3,682	–	–	0.15%	130
2022 Q3	$280K	Hold	3,682	–	–	0.16%	126
2022 Q2	$297K	Buy	3,682 +182	+5%	+$16K	0.17%	123
2022 Q1	$339K	Hold	3,500	–	–	0.16%	121
2021 Q4	$372K	Hold	3,500	–	–	0.18%	106
2021 Q3	$336K	Hold	3,500	–	–	0.18%	103
2021 Q2	$334K	Hold	3,500	–	–	0.19%	104
2021 Q1	$307K	Hold	3,500	–	–	0.19%	98
2020 Q4	$288K	Hold	3,500	–	–	0.18%	101
2020 Q3	$257K	Hold	3,500	–	–	0.15%	101
2020 Q2	$234K	Hold	3,500	–	–	0.14%	106
2020 Q1	$192K	Hold	3,500	–	–	0.13%	109
2019 Q4	$216K	Hold	3,500	–	–	0.12%	107
2019 Q3	$219K	Hold	3,500	–	–	0.12%	98
2019 Q2	$213K	Hold	3,500	–	–	0.12%	97
2019 Q1	$210K	Buy	+3,500	New	+$197K	0.06%	214

Other funds holding SUSA

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

NCTC

New Covenant Trust Company Jeffersonville, Indiana $144M AUM 21.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

Weaver Consulting Group's SUSA Position: Q3 2026 in Review

Weaver Consulting Group held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2026 at 3,682 shares worth $573K. The position accounts for 0.11% of the portfolio, ranked #165.

Weaver Consulting Group first reported a position in SUSA in Q1 2019 and has held it in 31 quarters since. 26 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

Weaver Consulting Group held 3,682 shares of iShares ESG Optimized MSCI USA ETF worth $573K as of Q3 2026.
Weaver Consulting Group left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2026.
iShares ESG Optimized MSCI USA ETF made up 0.11% of Weaver Consulting Group's portfolio in Q3 2026, its #165 holding.
Weaver Consulting Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2019 and has held it in 31 quarters since.
26 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.