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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
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 $1.37T 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 $8.18B AUM 28.28% 1-Year Est. Return

Arkadios Wealth Advisors's SUSA Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.12% in Q1 2026, selling an estimated $416 and leaving 2,601 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #1293.

Arkadios Wealth Advisors first reported a position in SUSA in Q2 2023 and has held it in 11 quarters since. The position peaked at $363K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Arkadios Wealth Advisors held 2,601 shares of iShares ESG Optimized MSCI USA ETF worth $344K as of Q1 2026.
  • Arkadios Wealth Advisors sold 3 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $416.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1293 holding.
  • Arkadios Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2023 and has held it in 11 quarters since.
  • Arkadios Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $363K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.