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Atria Wealth Solutions’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-2,399
Closed -$276K – 1879
2025
Q1 		$276K Sell
2,399
-1,811
-43% -$220K ﹤0.01% 1522
2024
Q4 		$512K Buy
4,210
+1,120
+36% +$137K 0.01% 1270
2024
Q3 		$372K Sell
3,090
-54
-2% -$6.23K ﹤0.01% 1390
2024
Q2 		$353K Buy
3,144
+117
+4% +$12.7K ﹤0.01% 1411
2024
Q1 		$330K Buy
3,027
+65
+2% +$6.77K ﹤0.01% 1499
2023
Q4 		$298K Buy
2,962
+596
+25% +$55.6K ﹤0.01% 1510
2023
Q3 		$214K Sell
2,366
-8,232
-78% -$775K ﹤0.01% 1658
2023
Q2 		$992K Buy
10,598
+8,003
+308% +$711K 0.01% 833
2023
Q1 		$228K Sell
2,595
-331
-11% -$28.4K ﹤0.01% 1591
2022
Q4 		$241K Sell
2,926
-3,859
-57% -$318K ﹤0.01% 1493
2022
Q3 		$515K Sell
6,785
-3,650
-35% -$310K 0.01% 1005
2022
Q2 		$842K Sell
10,435
-12,910
-55% -$1.13M 0.02% 766
2022
Q1 		$2.26M Buy
+23,345
New +$2.26M 0.04% 449

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Atria Wealth Solutions's SUSA Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2025, closing a stake of 2,399 shares — an estimated $276K sold.

Atria Wealth Solutions first reported a position in SUSA in Q1 2022 and held it in 13 quarters. The position peaked at $2.26M in Q1 2022. 492 funds tracked by Wall St. Rank hold SUSA as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,399 iShares ESG Optimized MSCI USA ETF shares in Q2 2025, an estimated $276K.
  • Atria Wealth Solutions first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's iShares ESG Optimized MSCI USA ETF position peaked at $2.26M in Q1 2022.
  • 492 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.