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Brio Consultants’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Brio Consultants’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 		$751K Buy
5,100
+454
+10% +$62.9K 0.09% 87
2025
Q4 		$647K Sell
4,646
-28
-0.6% -$3.87K 0.08% 88
2025
Q3 		$634K Sell
4,674
-166
-3% -$21.7K 0.09% 86
2025
Q2 		$613K Buy
4,840
+961
+25% +$113K 0.09% 82
2025
Q1 		$446K Sell
3,879
-357
-8% -$43.3K 0.07% 84
2024
Q4 		$515K Buy
4,236
+454
+12% +$55.7K 0.08% 80
2024
Q3 		$455K Buy
3,782
+782
+26% +$90.2K 0.07% 82
2024
Q2 		$337K Buy
3,000
+474
+19% +$51.4K 0.06% 82
2024
Q1 		$276K Buy
2,526
+3
+0.1% +$312 0.05% 87
2023
Q4 		$254K Sell
2,523
-79
-3% -$7.37K 0.05% 89
2023
Q3 		$234K Sell
2,602
-105
-4% -$9.88K 0.04% 85
2023
Q2 		$254K Buy
2,707
+7
+0.3% +$622 0.05% 85
2023
Q1 		$237K Buy
2,700
+10
+0.4% +$859 0.04% 85
2022
Q4 		$221K Sell
2,690
-12
-0.4% -$988 0.04% 85
2022
Q3 		$216K Sell
2,702
-230
-8% -$19.6K 0.05% 90
2022
Q2 		$238K Sell
2,932
-4
-0.1% -$351 0.05% 72
2022
Q1 		$284K Sell
2,936
-65
-2% -$6.3K 0.06% 66
2021
Q4 		$319K Sell
3,001
-353
-11% -$36.3K 0.08% 59
2021
Q3 		$322K Buy
3,354
+10
+0.3% +$988 0.08% 65
2021
Q2 		$319K Sell
3,344
-13
-0.4% -$1.2K 0.08% 65
2021
Q1 		$295K Buy
3,357
+9
+0.3% +$768 0.09% 60
2020
Q4 		$276K Sell
3,348
-304
-8% -$23.8K 0.09% 63
2020
Q3 		$269K Buy
3,652
+10
+0.3% +$722 0.08% 60
2020
Q2 		$244K Buy
+3,642
New +$228K 0.08% 58

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
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

Brio Consultants's SUSA Position: Q1 2026 in Review

Brio Consultants increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 9.8% in Q1 2026, buying an estimated $62.9K and bringing the position to 5,100 shares worth $751K. The position accounts for 0.09% of the portfolio, ranked #87.

Brio Consultants first reported a position in SUSA in Q2 2020 and has held it in 24 quarters since. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Brio Consultants held 5,100 shares of iShares ESG Optimized MSCI USA ETF worth $751K as of Q1 2026.
  • Brio Consultants bought 454 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $62.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.09% of Brio Consultants's portfolio in Q1 2026, its #87 holding.
  • Brio Consultants first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2020 and has held it in 24 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.