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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Advisory Services Network's SUSA Position: Q1 2026 in Review

Advisory Services Network reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3.4% in Q1 2026, selling an estimated $246K and leaving 50,520 shares worth $6.67M. The position accounts for 0.09% of the portfolio, ranked #238.

Advisory Services Network first reported a position in SUSA in Q4 2013 and has held it in 30 quarters since. The position peaked at $8.71M in Q1 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Advisory Services Network held 50,520 shares of iShares ESG Optimized MSCI USA ETF worth $6.67M as of Q1 2026.
Advisory Services Network sold 1,777 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $246K.
iShares ESG Optimized MSCI USA ETF made up 0.09% of Advisory Services Network's portfolio in Q1 2026, its #238 holding.
Advisory Services Network first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2013 and has held it in 30 quarters since.
Advisory Services Network's iShares ESG Optimized MSCI USA ETF position peaked at $8.71M in Q1 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.