Axis Wealth Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Axis Wealth Partners’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	$302K	Buy	1,955 +3	+0.2%	+$443	0.14%	141
2026 Q1	$258K	Sell	1,952 -170	-8%	-$23.6K	0.14%	151
2025 Q4	$296K	Buy	2,122 +5	+0.2%	+$690	0.16%	134
2025 Q3	$287K	Sell	2,117 -55	-3%	-$7.18K	0.17%	129
2025 Q2	$275K	Buy	2,172 +19	+0.9%	+$2.24K	0.18%	122
2025 Q1	$247K	Buy	2,153 +2	+0.1%	+$242	0.18%	129
2024 Q4	$262K	Buy	+2,151	New	+$264K	0.22%	115

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

Axis Wealth Partners's SUSA Position: Q2 2026 in Review

Axis Wealth Partners increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.15% in Q2 2026, buying an estimated $443 and bringing the position to 1,955 shares worth $302K. The position accounts for 0.14% of the portfolio, ranked #141.

Axis Wealth Partners first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Axis Wealth Partners held 1,955 shares of iShares ESG Optimized MSCI USA ETF worth $302K as of Q2 2026.
Axis Wealth Partners bought 3 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $443.
iShares ESG Optimized MSCI USA ETF made up 0.14% of Axis Wealth Partners's portfolio in Q2 2026, its #141 holding.
Axis Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.