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

Ameritas Advisory Services’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 		$502K Sell
3,251
-709
-18% -$105K 0.01% 790
2026
Q1 		$523K Sell
3,960
-474
-11% -$65.7K 0.02% 558
2025
Q4 		$618K Buy
+4,434
New +$612K 0.02% 495
2025
Q3 		– Sell
-875
Closed -$111K – 2838
2025
Q2 		$111K Sell
875
-7,931
-90% -$935K 0.01% 949
2025
Q1 		$1.01M Buy
8,806
+12
+0.1% +$1.46K 0.04% 390
2024
Q4 		$1.07M Sell
8,794
-38,727
-81% -$4.75M 0.04% 395
2024
Q3 		$5.72M Buy
47,521
+38,851
+448% +$4.48M 0.25% 94
2024
Q2 		$974K Buy
8,670
+569
+7% +$61.7K 0.04% 419
2024
Q1 		$884K Buy
8,101
+1,797
+29% +$187K 0.04% 404
2023
Q4 		$634K Sell
6,304
-1,569
-20% -$146K 0.03% 382
2023
Q3 		$708K Buy
+7,873
New +$741K 0.04% 420
2023
Q2 		– Sell
-8,669
Closed -$758K – 2292
2023
Q1 		$758K Buy
8,669
+113
+1% +$9.71K 0.04% 372
2022
Q4 		$704K Buy
8,556
+157
+2% +$12.9K 0.03% 439
2022
Q3 		$638K Buy
8,399
+190
+2% +$16.2K 0.04% 377
2022
Q2 		$662K Buy
8,209
+248
+3% +$21.8K 0.04% 385
2022
Q1 		$771K Sell
7,961
-281
-3% -$27.2K 0.03% 391
2021
Q4 		$876K Buy
+8,242
New +$847K 0.03% 362

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

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

Ameritas Advisory Services reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 18% in Q2 2026, selling an estimated $105K and leaving 3,251 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #790.

Ameritas Advisory Services first reported a position in SUSA in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.72M in Q3 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Ameritas Advisory Services held 3,251 shares of iShares ESG Optimized MSCI USA ETF worth $502K as of Q2 2026.
  • Ameritas Advisory Services sold 709 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $105K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #790 holding.
  • Ameritas Advisory Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 17 quarters since.
  • Ameritas Advisory Services's iShares ESG Optimized MSCI USA ETF position peaked at $5.72M in Q3 2024.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.