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

Cambridge Investment Research 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 		$7.11M Buy
46,081
+262
+0.6% +$38.7K 0.02% 836
2026
Q1 		$6.05M Sell
45,819
-2,362
-5% -$328K 0.02% 863
2025
Q4 		$6.71M Sell
48,181
-514
-1% -$71K 0.02% 768
2025
Q3 		$6.61M Buy
48,695
+2,333
+5% +$305K 0.02% 762
2025
Q2 		$5.88M Sell
46,362
-2,582
-5% -$304K 0.02% 764
2025
Q1 		$5.62M Sell
48,944
-1,701
-3% -$206K 0.02% 749
2024
Q4 		$6.16M Sell
50,645
-1,922
-4% -$236K 0.02% 689
2024
Q3 		$6.33M Buy
52,567
+83
+0.2% +$9.57K 0.02% 691
2024
Q2 		$5.9M Sell
52,484
-1,412
-3% -$153K 0.02% 678
2024
Q1 		$5.88M Sell
53,896
-11,646
-18% -$1.21M 0.02% 666
2023
Q4 		$6.59M Sell
65,542
-2,927
-4% -$273K 0.03% 574
2023
Q3 		$6.16M Buy
68,469
+4,566
+7% +$430K 0.03% 568
2023
Q2 		$5.98M Sell
63,903
-12,439
-16% -$1.1M 0.03% 578
2023
Q1 		$6.7M Buy
76,342
+2,717
+4% +$233K 0.03% 497
2022
Q4 		$6.06M Buy
73,625
+3,241
+5% +$267K 0.03% 527
2022
Q3 		$5.34M Sell
70,384
-3,115
-4% -$265K 0.03% 540
2022
Q2 		$5.93M Buy
73,499
+395
+0.5% +$34.7K 0.03% 515
2022
Q1 		$7.08M Sell
73,104
-8,381
-10% -$812K 0.03% 496
2021
Q4 		$8.66M Buy
81,485
+17,866
+28% +$1.84M 0.04% 426
2021
Q3 		$6.1M Buy
63,619
+5,374
+9% +$531K 0.03% 524
2021
Q2 		$5.57M Buy
58,245
+25,606
+78% +$2.37M 0.03% 567
2021
Q1 		$2.87M Buy
32,639
+3,856
+13% +$329K 0.02% 823
2020
Q4 		$2.37M Buy
28,783
+2,593
+10% +$203K 0.01% 838
2020
Q3 		$1.93M Buy
26,190
+2,120
+9% +$153K 0.01% 825
2020
Q2 		$1.61M Buy
24,070
+3,538
+17% +$221K 0.01% 867
2020
Q1 		$1.13M Buy
20,532
+4,356
+27% +$279K 0.01% 912
2019
Q4 		$1.08M Buy
16,176
+1,326
+9% +$84.8K 0.01% 1102
2019
Q3 		$918K Buy
14,850
+98
+0.7% +$6K 0.01% 1120
2019
Q2 		$899K Buy
14,752
+4,322
+41% +$259K 0.01% 1076
2019
Q1 		$617K Buy
10,430
+2,588
+33% +$146K 0.01% 1344
2018
Q4 		$404K Buy
7,842
+1,080
+16% +$59.9K ﹤0.01% 1439
2018
Q3 		$404K Buy
6,762
+280
+4% +$16.4K ﹤0.01% 1584
2018
Q2 		$366K Sell
6,482
-338
-5% -$19K ﹤0.01% 1597
2018
Q1 		$378K Sell
6,820
-2,238
-25% -$127K ﹤0.01% 1506
2017
Q4 		$503K Sell
9,058
-5,358
-37% -$290K 0.01% 1322
2017
Q3 		$753K Buy
14,416
+772
+6% +$40K 0.01% 986
2017
Q2 		$698K Sell
13,644
-1,300
-9% -$65.3K 0.01% 1002
2017
Q1 		$734K Sell
14,944
-180
-1% -$8.64K 0.01% 881
2016
Q4 		$696K Sell
15,124
-710
-4% -$32.2K 0.01% 851
2016
Q3 		$720K Buy
15,834
+3,140
+25% +$142K 0.01% 836
2016
Q2 		$549K Sell
12,694
-282
-2% -$12.1K 0.01% 892
2016
Q1 		$552K Buy
+12,976
New +$519K 0.01% 842
2015
Q3 		– Sell
-5,724
Closed -$244K – 1575
2015
Q2 		$244K Buy
5,724
+114
+2% +$4.96K 0.01% 1164
2015
Q1 		$241K Hold
5,610
– – 0.01% 1154
2014
Q4 		$242K Hold
5,610
– – 0.01% 1111
2014
Q3 		$231K Sell
5,610
-2,810
-33% -$116K 0.01% 1225
2014
Q2 		$346K Sell
8,420
-140
-2% -$5.57K 0.01% 944
2014
Q1 		$334K Buy
8,560
+2,644
+45% +$101K 0.01% 912
2013
Q4 		$227K Buy
+5,916
New +$218K 0.01% 1012

Other funds holding SUSA

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cambridge Investment Research Advisors's SUSA Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.57% in Q2 2026, buying an estimated $38.7K and bringing the position to 46,081 shares worth $7.11M. The position accounts for 0.02% of the portfolio, ranked #836.

Cambridge Investment Research Advisors first reported a position in SUSA in Q4 2013 and has held it in 49 quarters since. The position peaked at $8.66M in Q4 2021. 256 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Cambridge Investment Research Advisors held 46,081 shares of iShares ESG Optimized MSCI USA ETF worth $7.11M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 262 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $38.7K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #836 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2013 and has held it in 49 quarters since.
  • Cambridge Investment Research Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $8.66M in Q4 2021.
  • 256 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.