Shira Ridge Wealth Management SUSA holdings history
ISHARES ESG OPTIMIZED MSCI U · CUSIP 464288802 · CIK 1961210
As of 2026-06-30, Shira Ridge Wealth Management reported 288.10K SUSA (shares), valued at $44.45M, or 15.51% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares decreased 0.99%; reported value increased 15.65%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 15.51% | 288,096 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 15.21% | 290,974 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 16.21% | 289,514 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 16.39% | 284,764 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 16.64% | 287,444 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 16.47% | 287,478 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 15.68% | 263,649 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 16.10% | 262,229 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 17.08% | 272,887 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 17.15% | 274,547 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 16.60% | 275,109 | SEC filing ↗Filed Jan 10, 2024 |
| Q3 2023 | 15.51% | 262,437 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 15.51% | 262,437 | $23.61M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 16.60% | 275,109 | $27.65M | Shares increased 4.83%; reported value increased 17.11%, and weight changed +1.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 17.15% | 274,547 | $29.97M | Shares decreased 0.20%; reported value increased 8.39%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 17.08% | 272,887 | $30.66M | Shares decreased 0.60%; reported value increased 2.31%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 16.10% | 262,229 | $31.56M | Shares decreased 3.91%; reported value increased 2.94%, and weight changed -0.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 15.68% | 263,649 | $32.06M | Shares increased 0.54%; reported value increased 1.56%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 16.47% | 287,478 | $33.02M | Shares increased 9.04%; reported value increased 3.01%, and weight changed +0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 16.64% | 287,444 | $36.43M | Shares decreased 0.01%; reported value increased 10.33%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 16.39% | 284,764 | $38.63M | Shares decreased 0.93%; reported value increased 6.02%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 16.21% | 289,514 | $40.34M | Shares increased 1.67%; reported value increased 4.44%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 15.21% | 290,974 | $38.44M | Shares increased 0.50%; reported value decreased 4.72%, and weight changed -1.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 15.51% | 288,096 | $44.45M | Shares decreased 0.99%; reported value increased 15.65%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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