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Advisornet Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Advisornet Financial’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 		$7.03K Hold
46
– – ﹤0.01% 1686
2026
Q1 		$6.02K Sell
46
-119
-72% -$16.5K ﹤0.01% 1686
2025
Q4 		$23K Hold
165
– – ﹤0.01% 1278
2025
Q3 		$22.3K Buy
165
+1
+0.6% +$131 ﹤0.01% 1264
2025
Q2 		$20.8K Hold
164
– – ﹤0.01% 1253
2025
Q1 		$18.8K Hold
164
– – ﹤0.01% 1215
2024
Q4 		$19.9K Sell
164
-345
-68% -$42.3K ﹤0.01% 1138
2024
Q3 		$61.3K Hold
509
– – ﹤0.01% 840
2024
Q2 		$57.2K Hold
509
– – 0.01% 780
2024
Q1 		$55.5K Buy
509
+1
+0.2% +$104 0.01% 778
2023
Q4 		$51.1K Sell
508
-674
-57% -$62.9K ﹤0.01% 806
2023
Q3 		$106K Hold
1,182
– – 0.01% 599
2023
Q2 		$111K Buy
1,182
+13
+1% +$1.16K 0.01% 625
2023
Q1 		$103K Buy
1,169
+67
+6% +$5.76K 0.01% 614
2022
Q4 		$90.7K Sell
1,102
-534
-33% -$44K 0.01% 643
2022
Q3 		$124K Hold
1,636
– – 0.01% 609
2022
Q2 		$132K Hold
1,636
– – 0.01% 597
2022
Q1 		$158K Buy
1,636
+710
+77% +$68.8K 0.01% 618
2021
Q4 		$98K Buy
926
+46
+5% +$4.73K 0.01% 823
2021
Q3 		$84K Hold
880
– – 0.01% 851
2021
Q2 		$84K Hold
880
– – 0.01% 831
2021
Q1 		$77K Hold
880
– – 0.01% 825
2020
Q4 		$72K Sell
880
-68
-7% -$5.32K 0.01% 782
2020
Q3 		$70K Sell
948
-8
-0.8% -$578 0.01% 767
2020
Q2 		$64K Buy
956
+32
+3% +$2K 0.01% 788
2020
Q1 		$51K Sell
924
-132
-13% -$8.46K ﹤0.01% 788
2019
Q4 		$71K Hold
1,056
– – 0.01% 782
2019
Q3 		$65K Buy
1,056
+880
+500% +$53.9K 0.01% 806
2019
Q2 		$11K Hold
176
– – ﹤0.01% 1208
2019
Q1 		$10K Sell
176
-56
-24% -$3.16K ﹤0.01% 1182
2018
Q4 		$12K Buy
+232
New +$12.9K ﹤0.01% 1047

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

Advisornet Financial's SUSA Position: Q2 2026 in Review

Advisornet Financial held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 46 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Advisornet Financial first reported a position in SUSA in Q4 2018 and has held it in 31 quarters since. The position peaked at $158K in Q1 2022. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Advisornet Financial held 46 shares of iShares ESG Optimized MSCI USA ETF worth $7.03K as of Q2 2026.
  • Advisornet Financial 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 Advisornet Financial's portfolio in Q2 2026, its #1686 holding.
  • Advisornet Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2018 and has held it in 31 quarters since.
  • Advisornet Financial's iShares ESG Optimized MSCI USA ETF position peaked at $158K in Q1 2022.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.