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Capital Investment Advisory Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Capital Investment Advisory Services’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 		$120K Hold
780
– – 0.01% 785
2026
Q1 		$103K Sell
780
-19
-2% -$2.63K 0.01% 731
2025
Q4 		$111K Sell
799
-40
-5% -$5.52K 0.01% 691
2025
Q3 		$114K Sell
839
-32
-4% -$4.18K 0.01% 663
2025
Q2 		$110K Sell
871
-328
-27% -$38.7K 0.01% 638
2025
Q1 		$138K Buy
1,199
+3
+0.3% +$364 0.01% 574
2024
Q4 		$145K Buy
1,196
+3
+0.3% +$368 0.01% 517
2024
Q3 		$144K Sell
1,193
-28
-2% -$3.23K 0.01% 542
2024
Q2 		$137K Buy
1,221
+11
+0.9% +$1.19K 0.01% 529
2024
Q1 		$132K Buy
1,210
+13
+1% +$1.35K 0.01% 528
2023
Q4 		$120K Sell
1,197
-116
-9% -$10.8K 0.01% 550
2023
Q3 		$118K Buy
1,313
+2
+0.2% +$188 0.01% 534
2023
Q2 		$123K Buy
1,311
+3
+0.2% +$266 0.01% 515
2023
Q1 		$115K Buy
1,308
+5
+0.4% +$430 0.01% 523
2022
Q4 		$107K Buy
+1,303
New +$107K 0.01% 539

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 Investment Advisory Services's SUSA Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 780 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #785.

Capital Investment Advisory Services first reported a position in SUSA in Q4 2022 and has held it in 15 quarters since. The position peaked at $145K in Q4 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Capital Investment Advisory Services held 780 shares of iShares ESG Optimized MSCI USA ETF worth $120K as of Q2 2026.
  • Capital Investment Advisory Services left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #785 holding.
  • Capital Investment Advisory Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • Capital Investment Advisory Services's iShares ESG Optimized MSCI USA ETF position peaked at $145K in Q4 2024.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.