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Ashton Thomas Private Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Ashton Thomas Private Wealth’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 		$451K Buy
3,416
+3
+0.1% +$416 0.01% 752
2025
Q4 		$476K Sell
3,413
-477
-12% -$65.9K 0.01% 678
2025
Q3 		$528K Buy
3,890
+1,856
+91% +$242K 0.01% 636
2025
Q2 		$258K Hold
2,034
– – 0.01% 736
2025
Q1 		$234K Hold
2,034
– – 0.01% 733
2024
Q4 		$247K Buy
+2,034
New +$250K 0.01% 690

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

Ashton Thomas Private Wealth's SUSA Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.09% in Q1 2026, buying an estimated $416 and bringing the position to 3,416 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #752.

Ashton Thomas Private Wealth first reported a position in SUSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $528K in Q3 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Ashton Thomas Private Wealth held 3,416 shares of iShares ESG Optimized MSCI USA ETF worth $451K as of Q1 2026.
  • Ashton Thomas Private Wealth bought 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 Ashton Thomas Private Wealth's portfolio in Q1 2026, its #752 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Ashton Thomas Private Wealth's iShares ESG Optimized MSCI USA ETF position peaked at $528K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.