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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Axis Wealth Partners's SUSA Position: Q1 2026 in Review

Axis Wealth Partners reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 8% in Q1 2026, selling an estimated $23.6K and leaving 1,952 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #151.

Axis Wealth Partners first reported a position in SUSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $296K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Axis Wealth Partners held 1,952 shares of iShares ESG Optimized MSCI USA ETF worth $258K as of Q1 2026.
  • Axis Wealth Partners sold 170 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $23.6K.
  • iShares ESG Optimized MSCI USA ETF made up 0.14% of Axis Wealth Partners's portfolio in Q1 2026, its #151 holding.
  • Axis Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Axis Wealth Partners's iShares ESG Optimized MSCI USA ETF position peaked at $296K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.