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Bell Investment Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bell Investment 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 		$72.3K Sell
468
-3
-0.6% -$443 0.01% 216
2026
Q1 		$62.2K Sell
471
-988
-68% -$137K 0.01% 224
2025
Q4 		$203K Sell
1,459
-1
-0.1% -$138 0.03% 120
2025
Q3 		$198K Sell
1,460
-327
-18% -$42.7K 0.03% 119
2025
Q2 		$226K Buy
1,787
+871
+95% +$103K 0.04% 111
2025
Q1 		$105K Sell
916
-15
-2% -$1.82K 0.02% 140
2024
Q4 		$113K Sell
931
-1
-0.1% -$123 0.02% 139
2024
Q3 		$112K Sell
932
-130
-12% -$15K 0.02% 139
2024
Q2 		$119K Sell
1,062
-4
-0.4% -$434 0.02% 131
2024
Q1 		$116K Sell
1,066
-159
-13% -$16.6K 0.02% 131
2023
Q4 		$123K Buy
1,225
+34
+3% +$3.17K 0.03% 119
2023
Q3 		$107K Sell
1,191
-843
-41% -$79.3K 0.02% 116
2023
Q2 		$190K Sell
2,034
-1,041
-34% -$92.5K 0.04% 84
2023
Q1 		$270K Buy
3,075
+6
+0.2% +$516 0.06% 71
2022
Q4 		$253K Buy
3,069
+3
+0.1% +$247 0.06% 72
2022
Q3 		$233K Hold
3,066
– – 0.07% 62
2022
Q2 		$247K Buy
+3,066
New +$269K 0.08% 60
2021
Q4 		$325K Sell
3,056
-3,686
-55% -$379K 0.09% 61
2021
Q3 		$647K Buy
+6,742
New +$666K 0.19% 48

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

Bell Investment Advisors's SUSA Position: Q2 2026 in Review

Bell Investment Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.64% in Q2 2026, selling an estimated $443 and leaving 468 shares worth $72.3K. The position accounts for 0.01% of the portfolio, ranked #216.

Bell Investment Advisors first reported a position in SUSA in Q3 2021 and has held it in 19 quarters since. The position peaked at $647K in Q3 2021. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Bell Investment Advisors held 468 shares of iShares ESG Optimized MSCI USA ETF worth $72.3K as of Q2 2026.
  • Bell Investment Advisors sold 3 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $443.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #216 holding.
  • Bell Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $647K in Q3 2021.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.