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

AE 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 		$72.2K Sell
468
-24
-5% -$3.54K ﹤0.01% 2004
2026
Q1 		$65K Sell
492
-12,987
-96% -$1.8M ﹤0.01% 1905
2025
Q4 		$1.88M Buy
13,479
+12,861
+2,081% +$1.78M 0.01% 620
2025
Q3 		$83.8K Sell
618
-47
-7% -$6.14K ﹤0.01% 1615
2025
Q2 		$84.3K Buy
665
+314
+89% +$37K ﹤0.01% 1522
2025
Q1 		$40.3K Sell
351
-13,132
-97% -$1.59M ﹤0.01% 1617
2024
Q4 		$1.64M Sell
13,483
-7,618
-36% -$935K 0.01% 590
2024
Q3 		$2.54M Buy
+21,101
New +$2.43M 0.02% 466
2024
Q1 		– Sell
-2,498
Closed -$255K – 1890
2023
Q4 		$255K Sell
2,498
-21,016
-89% -$1.96M ﹤0.01% 1786
2023
Q3 		$2.12M Buy
23,514
+21,150
+895% +$1.99M 0.01% 831
2023
Q2 		$221K Sell
2,364
-723
-23% -$64.2K ﹤0.01% 1709
2023
Q1 		$271K Buy
+3,087
New +$265K ﹤0.01% 1599
2021
Q3 		– Sell
-126,544
Closed -$12.1M – 1709
2021
Q2 		$12.1M Buy
+126,544
New +$11.7M 0.11% 195
2019
Q3 		– Sell
-3,602
Closed -$220K – 1065
2019
Q2 		$220K Buy
3,602
+84
+2% +$5.03K 0.01% 869
2019
Q1 		$208K Buy
+3,518
New +$198K 0.01% 584

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

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

AE Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4.9% in Q2 2026, selling an estimated $3.54K and leaving 468 shares worth $72.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

AE Wealth Management first reported a position in SUSA in Q1 2019 and has held it in 15 quarters since. The position peaked at $12.1M in Q2 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • AE Wealth Management held 468 shares of iShares ESG Optimized MSCI USA ETF worth $72.2K as of Q2 2026.
  • AE Wealth Management sold 24 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $3.54K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2004 holding.
  • AE Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2019 and has held it in 15 quarters since.
  • AE Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $12.1M in Q2 2021.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.