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

Allworth 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	$3.11M	Buy	20,133 +403	+2%	+$59.5K	0.01%	438
2026 Q1	$2.61M	Buy	19,730 +10	+0.1%	+$1.39K	0.01%	474
2025 Q4	$2.75M	Sell	19,720 -1,152	-6%	-$159K	0.01%	466
2025 Q3	$2.83M	Hold	20,872	–	–	0.01%	443
2025 Q2	$2.65M	Hold	20,872	–	–	0.01%	433
2025 Q1	$2.35M	Sell	20,872 -1	-0%	-$121	0.01%	369
2024 Q4	$2.63M	Buy	20,873 +1	+0%	+$123	0.01%	352
2024 Q3	$2.51M	Sell	20,872 -1	-0%	-$115	0.02%	303
2024 Q2	$2.37M	Buy	20,873 +1	+0%	+$108	0.02%	303
2024 Q1	$2.28M	Sell	20,872 -204	-1%	-$21.2K	0.02%	300
2023 Q4	$2.12M	Buy	21,076 +20,863	+9,795%	+$1.95M	0.02%	296
2023 Q3	$19.2K	Hold	213	–	–	﹤0.01%	1543
2023 Q2	$20K	Buy	213 +3	+1%	+$266	﹤0.01%	1541
2023 Q1	$18.4K	Buy	+210	New	+$18K	﹤0.01%	1502

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial's SUSA Position: Q2 2026 in Review

Allworth Financial increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2% in Q2 2026, buying an estimated $59.5K and bringing the position to 20,133 shares worth $3.11M. The position accounts for 0.01% of the portfolio, ranked #438.

Allworth Financial first reported a position in SUSA in Q1 2023 and has held it in 14 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Allworth Financial held 20,133 shares of iShares ESG Optimized MSCI USA ETF worth $3.11M as of Q2 2026.
Allworth Financial bought 403 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $59.5K.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #438 holding.
Allworth Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.