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Beacon Pointe Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Beacon Pointe Advisors’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 		$8.39M Buy
54,403
+24,038
+79% +$3.55M 0.04% 389
2026
Q1 		$4.01M Buy
30,365
+19,631
+183% +$2.72M 0.02% 528
2025
Q4 		$1.5M Buy
10,734
+725
+7% +$100K 0.01% 702
2025
Q3 		$1.36M Buy
10,009
+1,110
+12% +$145K 0.01% 654
2025
Q2 		$1.13M Sell
8,899
-306
-3% -$36.1K 0.01% 635
2025
Q1 		$1.06M Buy
9,205
+1,078
+13% +$131K 0.01% 623
2024
Q4 		$988K Sell
8,127
-540
-6% -$66.2K 0.01% 634
2024
Q3 		$1.04M Sell
8,667
-707
-8% -$81.6K 0.01% 624
2024
Q2 		$1.05M Sell
9,374
-12
-0.1% -$1.3K 0.01% 622
2024
Q1 		$1.02M Buy
9,386
+1,097
+13% +$114K 0.01% 679
2023
Q4 		$833K Sell
8,289
-7,258
-47% -$677K 0.01% 727
2023
Q3 		$1.4M Buy
15,547
+3,572
+30% +$336K 0.02% 541
2023
Q2 		$1.12M Sell
11,975
-7,313
-38% -$650K 0.02% 505
2023
Q1 		$1.69M Buy
19,288
+7,242
+60% +$622K 0.03% 428
2022
Q4 		$992K Sell
12,046
-1,270
-10% -$105K 0.02% 506
2022
Q3 		$1.01M Sell
13,316
-685
-5% -$58.3K 0.02% 460
2022
Q2 		$1.13M Sell
14,001
-656
-4% -$57.6K 0.02% 441
2022
Q1 		$1.42M Buy
+14,657
New +$1.42M 0.02% 524

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beacon Pointe Advisors's SUSA Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 79% in Q2 2026, buying an estimated $3.55M and bringing the position to 54,403 shares worth $8.39M. The position accounts for 0.04% of the portfolio, ranked #389.

Beacon Pointe Advisors first reported a position in SUSA in Q1 2022 and has held it in 18 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Beacon Pointe Advisors held 54,403 shares of iShares ESG Optimized MSCI USA ETF worth $8.39M as of Q2 2026.
  • Beacon Pointe Advisors bought 24,038 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $3.55M.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #389 holding.
  • Beacon Pointe Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2022 and has held it in 18 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.