AAS
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Avantax Advisory Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Avantax Advisory Services’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 		$1.76M Buy
13,887
+16
+0.1% +$1.89K 0.01% 864
2025
Q1 		$1.59M Sell
13,871
-87
-0.6% -$10.5K 0.01% 863
2024
Q4 		$1.7M Buy
13,958
+2,275
+19% +$279K 0.01% 791
2024
Q3 		$1.41M Buy
11,683
+290
+3% +$33.5K 0.01% 848
2024
Q2 		$1.28M Sell
11,393
-312
-3% -$33.8K 0.01% 860
2024
Q1 		$1.28M Sell
11,705
-49
-0.4% -$5.1K 0.01% 672
2023
Q4 		$1.18M Sell
11,754
-1,093
-9% -$102K 0.01% 659
2023
Q3 		$1.16M Buy
12,847
+946
+8% +$89K 0.01% 623
2023
Q2 		$1.11M Buy
11,901
+626
+6% +$55.6K 0.01% 646
2023
Q1 		$990K Buy
11,275
+60
+0.5% +$5.16K 0.01% 671
2022
Q4 		$923K Sell
11,215
-1,128
-9% -$92.9K 0.01% 659
2022
Q3 		$937K Sell
12,343
-161
-1% -$13.7K 0.01% 576
2022
Q2 		$1.01M Buy
12,504
+610
+5% +$53.5K 0.02% 546
2022
Q1 		$1.15M Buy
11,894
+539
+5% +$52.2K 0.02% 505
2021
Q4 		$1.21M Buy
11,355
+1,003
+10% +$103K 0.02% 476
2021
Q3 		$991K Buy
10,352
+412
+4% +$40.7K 0.02% 494
2021
Q2 		$950K Buy
9,940
+1,308
+15% +$121K 0.02% 487
2021
Q1 		$758K Buy
8,632
+305
+4% +$26K 0.02% 497
2020
Q4 		$686K Sell
8,327
-4,875
-37% -$381K 0.02% 460
2020
Q3 		$970K Buy
13,202
+6,490
+97% +$469K 0.02% 548
2020
Q2 		$448K Buy
6,712
+256
+4% +$16K 0.01% 509
2020
Q1 		$355K Sell
6,456
-80
-1% -$5.13K 0.01% 525
2019
Q4 		$440K Buy
6,536
+1,106
+20% +$70.7K 0.01% 515
2019
Q3 		$335K Buy
5,430
+24
+0.4% +$1.47K 0.01% 413
2019
Q2 		$329K Sell
5,406
-106
-2% -$6.34K 0.01% 382
2019
Q1 		$326K Buy
+5,512
New +$311K 0.02% 342

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Avantax Advisory Services's SUSA Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.12% in Q2 2025, buying an estimated $1.89K and bringing the position to 13,887 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #864.

Avantax Advisory Services first reported a position in SUSA in Q1 2019 and has held it in 26 quarters since. 490 funds tracked by Wall St. Rank hold SUSA as of Q2 2025.

  • Avantax Advisory Services held 13,887 shares of iShares ESG Optimized MSCI USA ETF worth $1.76M as of Q2 2025.
  • Avantax Advisory Services bought 16 iShares ESG Optimized MSCI USA ETF shares in Q2 2025, an estimated $1.89K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #864 holding.
  • Avantax Advisory Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2019 and has held it in 26 quarters since.
  • 490 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.