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

Aprio 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
Q1 		$2.4M Sell
18,150
-15,057
-45% -$2.09M 0.13% 106
2025
Q4 		$4.63M Buy
33,207
+15,516
+88% +$2.14M 0.27% 77
2025
Q3 		$2.4M Buy
17,691
+99
+0.6% +$12.9K 0.24% 66
2025
Q2 		$2.23M Sell
17,592
-239
-1% -$28.2K 0.25% 64
2025
Q1 		$2.05M Buy
17,831
+17
+0.1% +$2.06K 0.26% 62
2024
Q4 		$2.17M Buy
17,814
+2,446
+16% +$300K 0.32% 52
2024
Q3 		$1.85M Buy
15,368
+125
+0.8% +$14.4K 0.3% 53
2024
Q2 		$1.71M Buy
15,243
+88
+0.6% +$9.54K 0.31% 44
2024
Q1 		$1.65M Sell
15,155
-410
-3% -$42.7K 0.32% 40
2023
Q4 		$1.56M Buy
15,565
+1,423
+10% +$133K 0.35% 41
2023
Q3 		$1.27M Buy
14,142
+330
+2% +$31.1K 0.35% 41
2023
Q2 		$1.29M Sell
13,812
-495
-3% -$44K 0.35% 36
2023
Q1 		$1.26M Buy
14,307
+2,561
+22% +$220K 0.39% 32
2022
Q4 		$967K Buy
11,746
+6,007
+105% +$495K 0.34% 36
2022
Q3 		$436K Buy
+5,739
New +$488K 0.18% 64

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
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

Aprio Wealth Management's SUSA Position: Q1 2026 in Review

Aprio Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 45% in Q1 2026, selling an estimated $2.09M and leaving 18,150 shares worth $2.4M. The position accounts for 0.13% of the portfolio, ranked #106.

Aprio Wealth Management first reported a position in SUSA in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.63M in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Aprio Wealth Management held 18,150 shares of iShares ESG Optimized MSCI USA ETF worth $2.4M as of Q1 2026.
  • Aprio Wealth Management sold 15,057 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $2.09M.
  • iShares ESG Optimized MSCI USA ETF made up 0.13% of Aprio Wealth Management's portfolio in Q1 2026, its #106 holding.
  • Aprio Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2022 and has held it in 15 quarters since.
  • Aprio Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $4.63M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.