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Wood Tarver Financial Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Wood Tarver Financial 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
Q1 		$252K Buy
1,912
+2
+0.1% +$277 0.07% 133
2025
Q4 		$266K Buy
1,910
+123
+7% +$17K 0.07% 131
2025
Q3 		$242K Sell
1,787
-208
-10% -$27.2K 0.07% 134
2025
Q2 		$252K Buy
1,995
+3
+0.2% +$354 0.08% 125
2025
Q1 		$229K Buy
1,992
+3
+0.2% +$364 0.07% 122
2024
Q4 		$241K Buy
+1,989
New +$244K 0.08% 121

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

Wood Tarver Financial Group's SUSA Position: Q1 2026 in Review

Wood Tarver Financial Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.1% in Q1 2026, buying an estimated $277 and bringing the position to 1,912 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #133.

Wood Tarver Financial Group first reported a position in SUSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $266K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Wood Tarver Financial Group held 1,912 shares of iShares ESG Optimized MSCI USA ETF worth $252K as of Q1 2026.
  • Wood Tarver Financial Group bought 2 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $277.
  • iShares ESG Optimized MSCI USA ETF made up 0.07% of Wood Tarver Financial Group's portfolio in Q1 2026, its #133 holding.
  • Wood Tarver Financial Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's iShares ESG Optimized MSCI USA ETF position peaked at $266K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.