American Capital Advisory’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

American Capital Advisory’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	$17.3K	Hold	112	–	–	0.01%	316
2026 Q1	$14.8K	Sell	112 -10	-8%	-$1.39K	0.01%	315
2025 Q4	$17K	Hold	122	–	–	0.01%	294
2025 Q3	$16.6K	Hold	122	–	–	0.01%	279
2025 Q2	$15.5K	Buy	122 +6	+5%	+$707	0.01%	274
2025 Q1	$13.3K	Hold	116	–	–	0.01%	282
2024 Q4	$14.1K	Buy	116 +32	+38%	+$3.93K	0.01%	275
2024 Q3	$10.1K	Hold	84	–	–	0.01%	294
2024 Q2	$8.44K	Hold	84	–	–	0.01%	269
2024 Q1	$7.37K	Hold	84	–	–	0.01%	280
2023 Q4	$8.44K	Buy	+84	New	+$7.84K	0.01%	269

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

American Capital Advisory's SUSA Position: Q2 2026 in Review

American Capital Advisory held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 112 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #316.

American Capital Advisory first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

American Capital Advisory held 112 shares of iShares ESG Optimized MSCI USA ETF worth $17.3K as of Q2 2026.
American Capital Advisory 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 American Capital Advisory's portfolio in Q2 2026, its #316 holding.
American Capital Advisory first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.