Arrowroot Family Office’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Arrowroot Family Office’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	$397K	Buy	3,006 +3	+0.1%	+$416	0.13%	111
2025 Q4	$418K	Buy	3,003 +124	+4%	+$17.1K	0.15%	100
2025 Q3	$391K	Hold	2,879	–	–	0.16%	99
2025 Q2	$365K	Buy	+2,879	New	+$339K	0.16%	98
2024 Q4	$416K	Sell	3,419 -5	-0.1%	-$613	0.22%	89
2024 Q3	$412K	Sell	3,424 -119	-3%	-$13.7K	0.24%	84
2024 Q2	$398K	Sell	3,543 -421	-11%	-$45.6K	0.25%	83
2024 Q1	$433K	Sell	3,964 -728	-16%	-$75.8K	0.28%	82
2023 Q4	$472K	Sell	4,692 -501	-10%	-$46.7K	0.33%	73
2023 Q3	$467K	Buy	5,193 +87	+2%	+$8.19K	0.37%	66
2023 Q2	$478K	Buy	5,106 +609	+14%	+$54.1K	0.36%	72
2023 Q1	$395K	Buy	+4,497	New	+$386K	0.34%	76

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Arrowroot Family Office's SUSA Position: Q1 2026 in Review

Arrowroot Family Office increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.1% in Q1 2026, buying an estimated $416 and bringing the position to 3,006 shares worth $397K. The position accounts for 0.13% of the portfolio, ranked #111.

Arrowroot Family Office first reported a position in SUSA in Q1 2023 and has held it in 12 quarters since. The position peaked at $478K in Q2 2023. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Arrowroot Family Office held 3,006 shares of iShares ESG Optimized MSCI USA ETF worth $397K as of Q1 2026.
Arrowroot Family Office bought 3 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $416.
iShares ESG Optimized MSCI USA ETF made up 0.13% of Arrowroot Family Office's portfolio in Q1 2026, its #111 holding.
Arrowroot Family Office first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's iShares ESG Optimized MSCI USA ETF position peaked at $478K in Q2 2023.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.