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Arcadia Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Arcadia Investment 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 		$151K Buy
981
+3
+0.3% +$443 0.06% 51
2026
Q1 		$129K Hold
978
– – 0.06% 51
2025
Q4 		$136K Buy
978
+3
+0.3% +$414 0.06% 48
2025
Q3 		$132K Hold
975
– – 0.06% 50
2025
Q2 		$124K Buy
975
+6
+0.6% +$707 0.06% 49
2025
Q1 		$111K Sell
969
-81
-8% -$9.82K 0.06% 45
2024
Q4 		$128K Hold
1,050
– – 0.07% 42
2024
Q3 		$126K Sell
1,050
-80
-7% -$9.23K 0.07% 43
2024
Q2 		$127K Hold
1,130
– – 0.07% 41
2024
Q1 		$123K Hold
1,130
– – 0.07% 43
2023
Q4 		$114K Hold
1,130
– – 0.07% 44
2023
Q3 		$102K Hold
1,130
– – 0.07% 46
2023
Q2 		$106K Hold
1,130
– – 0.07% 47
2023
Q1 		$99.2K Buy
1,130
+39
+4% +$3.35K 0.07% 46
2022
Q4 		$89.8K Buy
1,091
+350
+47% +$28.8K 0.06% 47
2022
Q3 		$56.2K Buy
741
+33
+5% +$2.81K 0.04% 48
2022
Q2 		$57.1K Hold
708
– – 0.04% 49
2022
Q1 		$68.6K Buy
708
+21
+3% +$2.04K 0.04% 51
2021
Q4 		$73K Hold
687
– – 0.04% 49
2021
Q3 		$65.9K Sell
687
-23
-3% -$2.27K 0.04% 51
2021
Q2 		$67.8K Buy
710
+6
+0.9% +$555 0.04% 48
2021
Q1 		$61.8K Sell
704
-81
-10% -$6.91K 0.03% 48
2020
Q4 		$64.6K Buy
785
+5
+0.6% +$391 0.04% 45
2020
Q3 		$57.4K Hold
780
– – 0.04% 46
2020
Q2 		$52.2K Hold
780
– – 0.04% 45
2020
Q1 		$42.8K Buy
780
+212
+37% +$13.6K 0.03% 47
2019
Q4 		$38.1K Buy
568
+20
+4% +$1.28K 0.03% 39
2019
Q3 		$33.9K Buy
+548
New +$33.6K 0.02% 46

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

Arcadia Investment Advisors's SUSA Position: Q2 2026 in Review

Arcadia Investment Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.31% in Q2 2026, buying an estimated $443 and bringing the position to 981 shares worth $151K. The position accounts for 0.06% of the portfolio, ranked #51.

Arcadia Investment 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.

  • Arcadia Investment Advisors held 981 shares of iShares ESG Optimized MSCI USA ETF worth $151K as of Q2 2026.
  • Arcadia Investment Advisors bought 3 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $443.
  • iShares ESG Optimized MSCI USA ETF made up 0.06% of Arcadia Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Arcadia Investment 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 Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.