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Arkadios Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Arkadios Wealth 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 		$368K Sell
2,383
-218
-8% -$32.2K 0.01% 1290
2026
Q1 		$344K Sell
2,601
-3
-0.1% -$416 0.01% 1293
2025
Q4 		$363K Buy
2,604
+92
+4% +$12.7K 0.01% 1161
2025
Q3 		$341K Buy
2,512
+7
+0.3% +$914 0.01% 1107
2025
Q2 		$318K Buy
2,505
+31
+1% +$3.65K 0.01% 1033
2025
Q1 		$284K Buy
2,474
+236
+11% +$28.6K 0.01% 925
2024
Q4 		$272K Hold
2,238
– – 0.01% 754
2024
Q3 		$269K Hold
2,238
– – 0.02% 749
2024
Q2 		$251K Buy
2,238
+74
+3% +$8.02K 0.02% 691
2024
Q1 		$236K Hold
2,164
– – 0.02% 606
2023
Q4 		$218K Buy
+2,164
New +$202K 0.02% 627
2023
Q3 		– Sell
-2,164
Closed -$203K – 744
2023
Q2 		$203K Buy
+2,164
New +$192K 0.02% 574

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 29.18% 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

Arkadios Wealth Advisors's SUSA Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 8.4% in Q2 2026, selling an estimated $32.2K and leaving 2,383 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #1290.

Arkadios Wealth Advisors first reported a position in SUSA in Q2 2023 and has held it in 12 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Arkadios Wealth Advisors held 2,383 shares of iShares ESG Optimized MSCI USA ETF worth $368K as of Q2 2026.
  • Arkadios Wealth Advisors sold 218 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $32.2K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1290 holding.
  • Arkadios Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2023 and has held it in 12 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.