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Advisor OS’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Advisor OS’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 		$268K Buy
1,737
+3
+0.2% +$443 0.02% 477
2026
Q1 		$229K Buy
1,734
+17
+1% +$2.36K 0.02% 502
2025
Q4 		$239K Buy
1,717
+3
+0.2% +$414 0.02% 430
2025
Q3 		$233K Buy
1,714
+3
+0.2% +$392 0.02% 416
2025
Q2 		$217K Sell
1,711
-556
-25% -$65.6K 0.02% 413
2025
Q1 		$260K Sell
2,267
-523
-19% -$63.4K 0.03% 354
2024
Q4 		$339K Sell
2,790
-287
-9% -$35.2K 0.04% 294
2024
Q3 		$370K Buy
3,077
+51
+2% +$5.88K 0.04% 285
2024
Q2 		$340K Sell
3,026
-239
-7% -$25.9K 0.04% 284
2024
Q1 		$356K Sell
3,265
-160
-5% -$16.7K 0.04% 282
2023
Q4 		$344K Sell
3,425
-870
-20% -$81.2K 0.04% 244
2023
Q3 		$386K Buy
4,295
+210
+5% +$19.8K 0.06% 205
2023
Q2 		$382K Buy
+4,085
New +$363K 0.06% 216

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

Advisor OS's SUSA Position: Q2 2026 in Review

Advisor OS increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.17% in Q2 2026, buying an estimated $443 and bringing the position to 1,737 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #477.

Advisor OS first reported a position in SUSA in Q2 2023 and has held it in 13 quarters since. The position peaked at $386K in Q3 2023. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Advisor OS held 1,737 shares of iShares ESG Optimized MSCI USA ETF worth $268K as of Q2 2026.
  • Advisor OS bought 3 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $443.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Advisor OS's portfolio in Q2 2026, its #477 holding.
  • Advisor OS first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2023 and has held it in 13 quarters since.
  • Advisor OS's iShares ESG Optimized MSCI USA ETF position peaked at $386K in Q3 2023.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.