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Bluestem Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bluestem Financial 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 		$1.68M Hold
10,861
– – 0.59% 22
2026
Q1 		$1.43M Buy
10,861
+354
+3% +$49.1K 0.55% 22
2025
Q4 		$1.46M Hold
10,507
– – 0.57% 21
2025
Q3 		$1.43M Hold
10,507
– – 0.56% 21
2025
Q2 		$1.33M Sell
10,507
-805
-7% -$94.9K 0.57% 21
2025
Q1 		$1.3M Hold
11,312
– – 0.61% 18
2024
Q4 		$1.38M Sell
11,312
-147
-1% -$18K 0.65% 18
2024
Q3 		$1.38M Buy
11,459
+141
+1% +$16.3K 0.64% 18
2024
Q2 		$1.27M Sell
11,318
-288
-2% -$31.2K 0.64% 18
2024
Q1 		$1.27M Hold
11,606
– – 0.65% 18
2023
Q4 		$1.17M Buy
11,606
+6
+0.1% +$560 0.68% 18
2023
Q3 		$1.04M Hold
11,600
– – 0.64% 18
2023
Q2 		$1.09M Sell
11,600
-279
-2% -$24.8K 0.66% 18
2023
Q1 		$1.04M Buy
11,879
+5
+0% +$430 0.64% 17
2022
Q4 		$977K Buy
11,874
+6
+0.1% +$494 0.64% 17
2022
Q3 		$901K Buy
11,868
+61
+0.5% +$5.19K 0.64% 17
2022
Q2 		$953K Sell
11,807
-1,600
-12% -$140K 0.66% 17
2022
Q1 		$1.3M Hold
13,407
– – 0.81% 17
2021
Q4 		$1.42M Sell
13,407
-303
-2% -$31.1K 0.89% 14
2021
Q3 		$1.32M Hold
13,710
– – 0.86% 13
2021
Q2 		$1.31M Sell
13,710
-206
-1% -$19.1K 0.88% 13
2021
Q1 		$1.22M Buy
13,916
+1
+0% +$85 0.87% 12
2020
Q4 		$1.15M Buy
13,915
+157
+1% +$12.3K 0.84% 12
2020
Q3 		$1.01M Sell
13,758
-1,208
-8% -$87.2K 0.85% 11
2020
Q2 		$1M Sell
14,966
-1,392
-9% -$87.1K 0.92% 11
2020
Q1 		$898K Buy
16,358
+414
+3% +$26.5K 0.97% 9
2019
Q4 		$1.07M Buy
+15,944
New +$1.02M 0.97% 9

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

Bluestem Financial Advisors's SUSA Position: Q2 2026 in Review

Bluestem Financial Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 10,861 shares worth $1.68M. The position accounts for 0.59% of the portfolio, ranked #22.

Bluestem Financial Advisors first reported a position in SUSA in Q4 2019 and has held it in 27 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Bluestem Financial Advisors held 10,861 shares of iShares ESG Optimized MSCI USA ETF worth $1.68M as of Q2 2026.
  • Bluestem Financial Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.59% of Bluestem Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Bluestem Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 27 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.