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Aptus Capital Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Aptus Capital Advisors’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 		$1.82M Hold
11,809
– – 0.01% 513
2026
Q1 		$1.56M Sell
11,809
-8
-0.1% -$1.11K 0.01% 511
2025
Q4 		$1.65M Hold
11,817
– – 0.01% 485
2025
Q3 		$1.6M Hold
11,817
– – 0.01% 476
2025
Q2 		$1.5M Hold
11,817
– – 0.01% 468
2025
Q1 		$1.36M Sell
11,817
-4
-0% -$485 0.01% 455
2024
Q4 		$1.44M Sell
11,821
-279
-2% -$34.2K 0.02% 454
2024
Q3 		$1.46M Hold
12,100
– – 0.02% 355
2024
Q2 		$1.36M Hold
12,100
– – 0.02% 341
2024
Q1 		$1.32M Buy
12,100
+11,574
+2,200% +$1.21M 0.02% 354
2023
Q4 		$52.9K Hold
526
– – ﹤0.01% 675
2023
Q3 		$47.3K Hold
526
– – ﹤0.01% 696
2023
Q2 		$49.3K Hold
526
– – ﹤0.01% 592
2023
Q1 		$46.2K Hold
526
– – ﹤0.01% 570
2022
Q4 		$43.3K Hold
526
– – ﹤0.01% 607
2022
Q3 		$40K Hold
526
– – ﹤0.01% 565
2022
Q2 		$42K Hold
526
– – ﹤0.01% 485
2022
Q1 		$51K Hold
526
– – ﹤0.01% 507
2021
Q4 		$56K Hold
526
– – ﹤0.01% 422
2021
Q3 		$50K Hold
526
– – ﹤0.01% 413
2021
Q2 		$50K Hold
526
– – ﹤0.01% 428
2021
Q1 		$46K Sell
526
-180
-25% -$15.4K ﹤0.01% 403
2020
Q4 		$58K Hold
706
– – ﹤0.01% 356
2020
Q3 		$51K Buy
706
+110
+18% +$7.95K ﹤0.01% 353
2020
Q2 		$39K Buy
596
+70
+13% +$4.38K ﹤0.01% 335
2020
Q1 		$28K Hold
526
– – ﹤0.01% 338
2019
Q4 		$35K Buy
526
+70
+15% +$4.48K ﹤0.01% 414
2019
Q3 		$28K Buy
+456
New +$27.9K ﹤0.01% 414

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

Aptus Capital Advisors's SUSA Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 11,809 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #513.

Aptus Capital Advisors first reported a position in SUSA in Q3 2019 and has held it in 28 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Aptus Capital Advisors held 11,809 shares of iShares ESG Optimized MSCI USA ETF worth $1.82M as of Q2 2026.
  • Aptus Capital Advisors 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 Aptus Capital Advisors's portfolio in Q2 2026, its #513 holding.
  • Aptus Capital Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2019 and has held it in 28 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.