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

Abound 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
2026 Q2	$2.01K	Hold	13	–	–	﹤0.01%	743
2026 Q1	$1.72K	Hold	13	–	–	﹤0.01%	930
2025 Q4	$1.81K	Hold	13	–	–	﹤0.01%	861
2025 Q3	$1.76K	Hold	13	–	–	﹤0.01%	826
2025 Q2	$1.65K	Hold	13	–	–	﹤0.01%	767
2025 Q1	$1.49K	Hold	13	–	–	﹤0.01%	729
2024 Q4	$1.58K	Hold	13	–	–	﹤0.01%	691
2024 Q3	$1.56K	Hold	13	–	–	﹤0.01%	732
2024 Q2	$1.46K	Hold	13	–	–	﹤0.01%	676
2024 Q1	$1.42K	Hold	13	–	–	﹤0.01%	720
2023 Q4	$1.31K	Hold	13	–	–	﹤0.01%	726
2023 Q3	$1.17K	Hold	13	–	–	﹤0.01%	700
2023 Q2	$1.22K	Hold	13	–	–	﹤0.01%	708
2023 Q1	$1.14K	Hold	13	–	–	﹤0.01%	629
2022 Q4	$1.07K	Hold	13	–	–	﹤0.01%	611
2022 Q3	$987	Buy	+13	New	+$1.11K	﹤0.01%	612

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Abound Wealth Management's SUSA Position: Q2 2026 in Review

Abound Wealth Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 13 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Abound Wealth Management first reported a position in SUSA in Q3 2022 and has held it in 16 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Abound Wealth Management held 13 shares of iShares ESG Optimized MSCI USA ETF worth $2.01K as of Q2 2026.
Abound Wealth Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #743 holding.
Abound Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2022 and has held it in 16 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.