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Arkos Global Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Arkos Global 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 		$467K Sell
3,029
-19
-0.6% -$2.81K 0.06% 80
2026
Q1 		$403K Sell
3,048
-100
-3% -$13.9K 0.05% 81
2025
Q4 		$439K Sell
3,148
-291
-8% -$40.2K 0.06% 78
2025
Q3 		$467K Sell
3,439
-104
-3% -$13.6K 0.06% 93
2025
Q2 		$449K Sell
3,543
-156
-4% -$18.4K 0.06% 80
2025
Q1 		$425K Sell
3,699
-7
-0.2% -$849 0.06% 73
2024
Q4 		$451K Hold
3,706
– – 0.07% 75
2024
Q3 		$446K Hold
3,706
– – 0.06% 73
2024
Q2 		$416K Sell
3,706
-83
-2% -$9K 0.07% 75
2024
Q1 		$414K Sell
3,789
-157
-4% -$16.3K 0.07% 80
2023
Q4 		$397K Sell
3,946
-538
-12% -$50.2K 0.07% 66
2023
Q3 		$403K Sell
4,484
-1,907
-30% -$179K 0.08% 58
2023
Q2 		$598K Sell
6,391
-256
-4% -$22.7K 0.12% 46
2023
Q1 		$583K Sell
6,647
-725
-10% -$62.3K 0.12% 49
2022
Q4 		$607K Sell
7,372
-44
-0.6% -$3.62K 0.15% 44
2022
Q3 		$563K Sell
7,416
-794
-10% -$67.5K 0.17% 35
2022
Q2 		$662K Buy
8,210
+131
+2% +$11.5K 0.19% 31
2022
Q1 		$782K Buy
8,079
+1,253
+18% +$121K 0.2% 32
2021
Q4 		$725K Sell
6,826
-160
-2% -$16.4K 0.22% 32
2021
Q3 		$670K Sell
6,986
-169
-2% -$16.7K 0.22% 29
2021
Q2 		$684K Sell
7,155
-161
-2% -$14.9K 0.24% 28
2021
Q1 		$642K Buy
7,316
+116
+2% +$9.9K 0.25% 29
2020
Q4 		$593K Sell
7,200
-602
-8% -$47.1K 0.24% 31
2020
Q3 		$574K Buy
+7,802
New +$564K 0.26% 33

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

Arkos Global Advisors's SUSA Position: Q2 2026 in Review

Arkos Global Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.62% in Q2 2026, selling an estimated $2.81K and leaving 3,029 shares worth $467K. The position accounts for 0.06% of the portfolio, ranked #80.

Arkos Global Advisors first reported a position in SUSA in Q3 2020 and has held it in 24 quarters since. The position peaked at $782K in Q1 2022. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Arkos Global Advisors held 3,029 shares of iShares ESG Optimized MSCI USA ETF worth $467K as of Q2 2026.
  • Arkos Global Advisors sold 19 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $2.81K.
  • iShares ESG Optimized MSCI USA ETF made up 0.06% of Arkos Global Advisors's portfolio in Q2 2026, its #80 holding.
  • Arkos Global Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 24 quarters since.
  • Arkos Global Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $782K in Q1 2022.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.