Willow Creek Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Willow Creek Wealth 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
2025 Q3	$1.04M	Hold	7,679	–	–	0.09%	78
2025 Q2	$973K	Hold	7,679	–	–	0.09%	71
2025 Q1	$882K	Hold	7,679	–	–	0.09%	67
2024 Q4	$934K	Hold	7,679	–	–	0.1%	67
2024 Q3	$924K	Hold	7,679	–	–	0.1%	65
2024 Q2	$863K	Sell	7,679 -280	-4%	-$30.3K	0.1%	65
2024 Q1	$869K	Hold	7,959	–	–	0.1%	65
2023 Q4	$800K	Hold	7,959	–	–	0.1%	65
2023 Q3	$716K	Sell	7,959 -127	-2%	-$12K	0.11%	64
2023 Q2	$757K	Sell	8,086 -144	-2%	-$12.8K	0.11%	68
2023 Q1	$722K	Hold	8,230	–	–	0.11%	63
2022 Q4	$677K	Buy	+8,230	New	+$678K	0.11%	62

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Willow Creek Wealth Management's SUSA Position: Q3 2025 in Review

Willow Creek Wealth Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2025 at 7,679 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #78.

Willow Creek Wealth Management first reported a position in SUSA in Q4 2022 and has held it in 12 quarters since. 497 funds tracked by Wall St. Rank hold SUSA as of Q3 2025.

Willow Creek Wealth Management held 7,679 shares of iShares ESG Optimized MSCI USA ETF worth $1.04M as of Q3 2025.
Willow Creek Wealth Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2025.
iShares ESG Optimized MSCI USA ETF made up 0.09% of Willow Creek Wealth Management's portfolio in Q3 2025, its #78 holding.
Willow Creek Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 12 quarters since.
497 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.