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 Q2	$521K	Sell	3,376 -40	-1%	-$5.91K	0.01%	766
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ashton Thomas Private Wealth's SUSA Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.2% in Q2 2026, selling an estimated $5.91K and leaving 3,376 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #766.

Ashton Thomas Private Wealth first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $528K in Q3 2025. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Ashton Thomas Private Wealth held 3,376 shares of iShares ESG Optimized MSCI USA ETF worth $521K as of Q2 2026.
Ashton Thomas Private Wealth sold 40 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $5.91K.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #766 holding.
Ashton Thomas Private Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
Ashton Thomas Private Wealth's iShares ESG Optimized MSCI USA ETF position peaked at $528K in Q3 2025.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.