Bradley & Co Private Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bradley & Co Private Wealth Management’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	$526K	Hold	3,984	–	–	0.28%	39
2025 Q4	$555K	Hold	3,984	–	–	0.29%	28
2025 Q3	$540K	Hold	3,984	–	–	0.3%	28
2025 Q2	$505K	Hold	3,984	–	–	0.31%	28
2025 Q1	$458K	Sell	3,984 -29	-0.7%	-$3.52K	0.31%	26
2024 Q4	$488K	Buy	+4,013	New	+$492K	0.3%	24
2024 Q2	$426K	Buy	3,795 +1,995	+111%	+$216K	0.32%	26
2024 Q1	$197K	Hold	1,800	–	–	0.16%	35
2023 Q4	$181K	Hold	1,800	–	–	0.17%	34
2023 Q3	$162K	Hold	1,800	–	–	0.17%	33
2023 Q2	$169K	Hold	1,800	–	–	0.17%	33
2023 Q1	$158K	Hold	1,800	–	–	0.17%	33
2022 Q4	$148K	Hold	1,800	–	–	0.18%	37
2022 Q3	$137K	Hold	1,800	–	–	0.16%	43
2022 Q2	$145K	Hold	1,800	–	–	0.16%	50
2022 Q1	$174K	Hold	1,800	–	–	0.15%	53
2021 Q4	$191K	Hold	1,800	–	–	0.15%	51
2021 Q3	$173K	Sell	1,800 -20	-1%	-$1.98K	0.15%	51
2021 Q2	$174K	Hold	1,820	–	–	0.15%	54
2021 Q1	$160K	Buy	+1,820	New	+$155K	0.15%	59

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bradley & Co Private Wealth Management's SUSA Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 3,984 shares worth $526K. The position accounts for 0.28% of the portfolio, ranked #39.

Bradley & Co Private Wealth Management first reported a position in SUSA in Q1 2021 and has held it in 20 quarters since. The position peaked at $555K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Bradley & Co Private Wealth Management held 3,984 shares of iShares ESG Optimized MSCI USA ETF worth $526K as of Q1 2026.
Bradley & Co Private Wealth Management left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Optimized MSCI USA ETF made up 0.28% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #39 holding.
Bradley & Co Private Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $555K in Q4 2025.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.