Avantax Planning Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.8M | Hold |
11,648
| – | – | 0.04% | 152 |
|
|
2026
Q1 | $1.54M | Sell |
11,648
-127
| -1% | -$17.6K | 0.04% | 151 |
|
|
2025
Q4 | $1.64M | Sell |
11,775
-465
| -4% | -$64.2K | 0.05% | 149 |
|
|
2025
Q3 | $1.66M | Hold |
12,240
| – | – | 0.05% | 143 |
|
|
2025
Q2 | $1.55M | Hold |
12,240
| – | – | 0.05% | 153 |
|
|
2025
Q1 | $1.41M | Hold |
12,240
| – | – | 0.05% | 151 |
|
|
2024
Q4 | $1.49M | Hold |
12,240
| – | – | 0.05% | 145 |
|
|
2024
Q3 | $1.47M | Hold |
12,240
| – | – | 0.05% | 149 |
|
|
2024
Q2 | $1.38M | Hold |
12,240
| – | – | 0.04% | 176 |
|
|
2024
Q1 | $1.34M | Hold |
12,240
| – | – | 0.04% | 184 |
|
|
2023
Q4 | $1.23M | Hold |
12,240
| – | – | 0.05% | 156 |
|
|
2023
Q3 | $1.1M | Hold |
12,240
| – | – | 0.05% | 156 |
|
|
2023
Q2 | $1.15M | Hold |
12,240
| – | – | 0.05% | 152 |
|
|
2023
Q1 | $1.07M | Sell |
12,240
-225
| -2% | -$19.3K | 0.04% | 158 |
|
|
2022
Q4 | $1.03M | Sell |
12,465
-400
| -3% | -$32.9K | 0.04% | 164 |
|
|
2022
Q3 | $977K | Hold |
12,865
| – | – | 0.04% | 150 |
|
|
2022
Q2 | $1.04M | Sell |
12,865
-22
| -0.2% | -$1.93K | 0.04% | 149 |
|
|
2022
Q1 | $1.25M | Sell |
12,887
-121
| -0.9% | -$11.7K | 0.05% | 135 |
|
|
2021
Q4 | $1.38M | Sell |
13,008
-192
| -1% | -$19.7K | 0.06% | 130 |
|
|
2021
Q3 | $1.27M | Hold |
13,200
| – | – | 0.06% | 119 |
|
|
2021
Q2 | $1.26M | Hold |
13,200
| – | – | 0.06% | 117 |
|
|
2021
Q1 | $1.16M | Hold |
13,200
| – | – | 0.06% | 123 |
|
|
2020
Q4 | $1.09M | Hold |
13,200
| – | – | 0.06% | 121 |
|
|
2020
Q3 | $971K | Hold |
13,200
| – | – | 0.05% | 125 |
|
|
2020
Q2 | $883K | Hold |
13,200
| – | – | 0.05% | 126 |
|
|
2020
Q1 | $724K | Hold |
13,200
| – | – | 0.05% | 123 |
|
|
2019
Q4 | $885K | Hold |
13,200
| – | – | 0.05% | 120 |
|
|
2019
Q3 | $816K | Hold |
13,200
| – | – | 0.05% | 124 |
|
|
2019
Q2 | $812K | Hold |
13,200
| – | – | 0.05% | 122 |
|
|
2019
Q1 | $780K | Hold |
13,200
| – | – | 0.05% | 120 |
|
|
2018
Q4 | $681K | Hold |
13,200
| – | – | 0.05% | 119 |
|
|
2018
Q3 | $788K | Hold |
13,200
| – | – | 0.06% | 99 |
|
|
2018
Q2 | $745K | Hold |
13,200
| – | – | 0.07% | 102 |
|
|
2018
Q1 | $732K | Hold |
13,200
| – | – | 0.06% | 131 |
|
|
2017
Q4 | $733K | Hold |
13,200
| – | – | 0.07% | 129 |
|
|
2017
Q3 | $690K | Hold |
13,200
| – | – | 0.05% | 160 |
|
|
2017
Q2 | $675K | Hold |
13,200
| – | – | 0.06% | 154 |
|
|
2017
Q1 | $648K | Hold |
13,200
| – | – | 0.06% | 154 |
|
|
2016
Q4 | $607K | Buy |
+13,200
| New | +$599K | 0.06% | 143 |
|
Other funds holding SUSA
ST
IAS
Avantax Planning Partners's SUSA Position: Q2 2026 in Review
Avantax Planning Partners held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 11,648 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #152.
Avantax Planning Partners first reported a position in SUSA in Q4 2016 and has held it in 39 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.
- Avantax Planning Partners held 11,648 shares of iShares ESG Optimized MSCI USA ETF worth $1.8M as of Q2 2026.
- Avantax Planning Partners left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
- iShares ESG Optimized MSCI USA ETF made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #152 holding.
- Avantax Planning Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2016 and has held it in 39 quarters since.
- 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.