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Advisory Services Network’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Advisory Services Network’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 		$7.93M Buy
51,394
+874
+2% +$129K 0.09% 232
2026
Q1 		$6.67M Sell
50,520
-1,777
-3% -$246K 0.09% 238
2025
Q4 		$7.29M Buy
52,297
+2,919
+6% +$403K 0.1% 206
2025
Q3 		$6.7M Buy
49,378
+2,011
+4% +$263K 0.1% 223
2025
Q2 		$6.09M Sell
47,367
-28,486
-38% -$3.36M 0.1% 223
2025
Q1 		$8.71M Buy
75,853
+8,864
+13% +$1.07M 0.17% 134
2024
Q4 		$8.15M Buy
66,989
+32,375
+94% +$3.97M 0.15% 138
2024
Q3 		$3.89M Hold
34,614
– – 0.08% 270
2024
Q2 		$3.89M Buy
34,614
+4,549
+15% +$493K 0.08% 270
2024
Q1 		$3.28M Buy
30,065
+4,833
+19% +$503K 0.07% 316
2023
Q4 		$2.54M Sell
25,232
-164
-0.6% -$15.3K 0.06% 363
2023
Q3 		$2.28M Buy
25,396
+4,114
+19% +$387K 0.06% 371
2023
Q2 		$1.99M Buy
21,282
+151
+0.7% +$13.4K 0.05% 409
2023
Q1 		$1.85M Buy
21,131
+1,180
+6% +$101K 0.05% 431
2022
Q4 		$1.64M Buy
19,951
+206
+1% +$17K 0.05% 441
2022
Q3 		$1.5M Buy
19,745
+2,915
+17% +$248K 0.05% 413
2022
Q2 		$1.36M Buy
16,830
+4,437
+36% +$390K 0.05% 474
2022
Q1 		$1.2M Buy
12,393
+726
+6% +$70.4K 0.04% 572
2021
Q4 		$1.24M Buy
11,667
+1,650
+16% +$170K 0.04% 541
2021
Q3 		$961K Buy
10,017
+690
+7% +$68.2K 0.03% 616
2021
Q2 		$891K Buy
9,327
+813
+10% +$75.2K 0.03% 643
2021
Q1 		$748K Buy
8,514
+1,142
+15% +$97.4K 0.03% 666
2020
Q4 		$607K Buy
7,372
+3,444
+88% +$269K 0.02% 668
2020
Q3 		$289K Sell
3,928
-28
-0.7% -$2.02K 0.01% 843
2020
Q2 		$265K Hold
3,956
– – 0.01% 840
2020
Q1 		$217K Buy
3,956
+2,456
+164% +$157K 0.01% 792
2019
Q4 		$101K Buy
+1,500
New +$95.9K 0.01% 1164
2015
Q3 		– Sell
-2,222
Closed -$95K – 1588
2015
Q2 		$95K Hold
2,222
– – 0.03% 392
2015
Q1 		$96K Hold
2,222
– – 0.03% 394
2014
Q4 		$94K Buy
+2,222
New +$93.3K 0.03% 341
2014
Q1 		– Sell
-2,222
Closed -$85K – 722
2013
Q4 		$85K Buy
+2,222
New +$81.9K 0.04% 261

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

Advisory Services Network's SUSA Position: Q2 2026 in Review

Advisory Services Network increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.7% in Q2 2026, buying an estimated $129K and bringing the position to 51,394 shares worth $7.93M. The position accounts for 0.09% of the portfolio, ranked #232.

Advisory Services Network first reported a position in SUSA in Q4 2013 and has held it in 31 quarters since. The position peaked at $8.71M in Q1 2025. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Advisory Services Network held 51,394 shares of iShares ESG Optimized MSCI USA ETF worth $7.93M as of Q2 2026.
  • Advisory Services Network bought 874 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $129K.
  • iShares ESG Optimized MSCI USA ETF made up 0.09% of Advisory Services Network's portfolio in Q2 2026, its #232 holding.
  • Advisory Services Network first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2013 and has held it in 31 quarters since.
  • Advisory Services Network's iShares ESG Optimized MSCI USA ETF position peaked at $8.71M in Q1 2025.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.