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Bond & Devick Financial Network’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bond & Devick Financial Network’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 		$1.64M Buy
10,648
+129
+1% +$19K 0.4% 37
2026
Q1 		$1.39M Sell
10,519
-637
-6% -$88.3K 0.39% 37
2025
Q4 		$1.55M Sell
11,156
-310
-3% -$42.8K 0.44% 31
2025
Q3 		$1.56M Sell
11,466
-273
-2% -$35.7K 0.47% 29
2025
Q2 		$1.49M Sell
11,739
-134
-1% -$15.8K 0.49% 28
2025
Q1 		$1.36M Sell
11,873
-317
-3% -$38.4K 0.49% 28
2024
Q4 		$1.47M Hold
12,190
– – 0.63% 28
2024
Q3 		$1.47M Sell
12,190
-292
-2% -$33.7K 0.63% 28
2024
Q2 		$1.4M Sell
12,482
-118
-0.9% -$12.8K 0.75% 21
2024
Q1 		$1.38M Sell
12,600
-261
-2% -$27.2K 0.75% 23
2023
Q4 		$1.29M Sell
12,861
-4
-0% -$373 0.74% 22
2023
Q3 		$1.16M Sell
12,865
-5,038
-28% -$474K 0.74% 22
2023
Q2 		$1.68M Sell
17,903
-20
-0.1% -$1.78K 1.04% 18
2023
Q1 		$1.57M Sell
17,923
-173
-1% -$14.9K 1% 19
2022
Q4 		$1.49M Buy
18,096
+362
+2% +$29.8K 1.06% 18
2022
Q3 		$1.35M Buy
17,734
+563
+3% +$47.9K 1.11% 19
2022
Q2 		$1.39M Sell
17,171
-151
-0.9% -$13.3K 1.21% 17
2022
Q1 		$1.68M Sell
17,322
-37
-0.2% -$3.59K 1.34% 15
2021
Q4 		$1.84M Sell
17,359
-1,640
-9% -$169K 1.38% 15
2021
Q3 		$1.82M Buy
18,999
+759
+4% +$75K 1.51% 15
2021
Q2 		$1.74M Sell
18,240
-330
-2% -$30.5K 1.44% 15
2021
Q1 		$1.63M Buy
18,570
+563
+3% +$48K 1.51% 15
2020
Q4 		$1.48M Buy
+18,007
New +$1.41M 1.69% 12

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

Bond & Devick Financial Network's SUSA Position: Q2 2026 in Review

Bond & Devick Financial Network increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.2% in Q2 2026, buying an estimated $19K and bringing the position to 10,648 shares worth $1.64M. The position accounts for 0.4% of the portfolio, ranked #37.

Bond & Devick Financial Network first reported a position in SUSA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.84M in Q4 2021. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Bond & Devick Financial Network held 10,648 shares of iShares ESG Optimized MSCI USA ETF worth $1.64M as of Q2 2026.
  • Bond & Devick Financial Network bought 129 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $19K.
  • iShares ESG Optimized MSCI USA ETF made up 0.4% of Bond & Devick Financial Network's portfolio in Q2 2026, its #37 holding.
  • Bond & Devick Financial Network first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • Bond & Devick Financial Network's iShares ESG Optimized MSCI USA ETF position peaked at $1.84M in Q4 2021.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.