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White Lighthouse Investment Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

White Lighthouse Investment 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
Q2 		$213K Buy
+1,379
New +$204K 0.03% 146
2026
Q1 		– Sell
-2,304
Closed -$321K – 152
2025
Q4 		$321K Hold
2,304
– – 0.04% 121
2025
Q3 		$312K Buy
2,304
+7
+0.3% +$914 0.05% 114
2025
Q2 		$291K Sell
2,297
-715
-24% -$84.3K 0.05% 114
2025
Q1 		$346K Hold
3,012
– – 0.06% 102
2024
Q4 		$366K Sell
3,012
-142
-5% -$17.4K 0.06% 104
2024
Q3 		$379K Hold
3,154
– – 0.07% 101
2024
Q2 		$354K Hold
3,154
– – 0.07% 102
2024
Q1 		$344K Sell
3,154
-186
-6% -$19.4K 0.07% 98
2023
Q4 		$336K Sell
3,340
-55
-2% -$5.13K 0.07% 97
2023
Q3 		$305K Sell
3,395
-400
-11% -$37.6K 0.07% 99
2023
Q2 		$355K Hold
3,795
– – 0.08% 90
2023
Q1 		$333K Buy
3,795
+1
+0% +$86 0.08% 93
2022
Q4 		$312K Sell
3,794
-991
-21% -$81.6K 0.08% 92
2022
Q3 		$363K Sell
4,785
-188
-4% -$16K 0.11% 86
2022
Q2 		$401K Buy
4,973
+1,672
+51% +$147K 0.11% 83
2022
Q1 		$320K Sell
3,301
-45
-1% -$4.36K 0.08% 92
2021
Q4 		$356K Buy
3,346
+581
+21% +$59.7K 0.09% 88
2021
Q3 		$265K Buy
2,765
+45
+2% +$4.45K 0.07% 100
2021
Q2 		$260K Hold
2,720
– – 0.07% 103
2021
Q1 		$239K Hold
2,720
– – 0.07% 108
2020
Q4 		$224K Buy
+2,720
New +$213K 0.07% 109

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

White Lighthouse Investment Management's SUSA Position: Q2 2026 in Review

White Lighthouse Investment Management opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 1,379 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #146 among its holdings. This is a return to the name: White Lighthouse Investment Management previously reported a position in SUSA as recently as Q4 2025.

White Lighthouse Investment Management first reported a position in SUSA in Q4 2020 and has held it in 22 quarters since. The position peaked at $401K in Q2 2022. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • White Lighthouse Investment Management held 1,379 shares of iShares ESG Optimized MSCI USA ETF worth $213K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new White Lighthouse Investment Management position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of White Lighthouse Investment Management's portfolio in Q2 2026, its #146 holding.
  • White Lighthouse Investment Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • White Lighthouse Investment Management's iShares ESG Optimized MSCI USA ETF position peaked at $401K in Q2 2022.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.