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Capital Advisors Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Capital Advisors 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
Q2 		$308K Buy
1,998
+7
+0.4% +$1.03K 0.04% 186
2026
Q1 		$263K Sell
1,991
-36
-2% -$4.99K 0.04% 184
2025
Q4 		$282K Buy
2,027
+3
+0.1% +$414 0.04% 180
2025
Q3 		$275K Sell
2,024
-103
-5% -$13.5K 0.04% 178
2025
Q2 		$270K Sell
2,127
-103
-5% -$12.1K 0.04% 163
2025
Q1 		$256K Sell
2,230
-7
-0.3% -$849 0.05% 152
2024
Q4 		$272K Sell
2,237
-22
-1% -$2.7K 0.05% 141
2024
Q3 		$272K Buy
2,259
+5
+0.2% +$577 0.05% 137
2024
Q2 		$253K Sell
2,254
-300
-12% -$32.5K 0.05% 128
2024
Q1 		$279K Sell
2,554
-15
-0.6% -$1.56K 0.06% 121
2023
Q4 		$258K Buy
2,569
+194
+8% +$18.1K 0.06% 121
2023
Q3 		$214K Buy
2,375
+25
+1% +$2.35K 0.06% 124
2023
Q2 		$220K Buy
2,350
+53
+2% +$4.71K 0.06% 122
2023
Q1 		$202K Buy
+2,297
New +$197K 0.06% 130

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

Capital Advisors Wealth Management's SUSA Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.35% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,998 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #186.

Capital Advisors Wealth Management first reported a position in SUSA in Q1 2023 and has held it in 14 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Capital Advisors Wealth Management held 1,998 shares of iShares ESG Optimized MSCI USA ETF worth $308K as of Q2 2026.
  • Capital Advisors Wealth Management bought 7 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.03K.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Capital Advisors Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.