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

Capital Performance 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
Q1 		– Sell
-2,525
Closed -$352K – 508
2025
Q4 		$352K Hold
2,525
– – 0.02% 282
2025
Q3 		$343K Hold
2,525
– – 0.06% 190
2025
Q2 		$320K Hold
2,525
– – 0.06% 148
2025
Q1 		$290K Hold
2,525
– – 0.06% 163
2024
Q4 		$307K Hold
2,525
– – 0.1% 91
2024
Q3 		$304K Hold
2,525
– – 0.09% 78
2024
Q2 		$284K Hold
2,525
– – 0.11% 69
2024
Q1 		$276K Hold
2,525
– – 0.11% 67
2023
Q4 		$254K Sell
2,525
-25
-1% -$2.33K 0.11% 60
2023
Q3 		$229K Hold
2,550
– – 0.12% 48
2023
Q2 		$239K Hold
2,550
– – 0.12% 47
2023
Q1 		$224K Hold
2,550
– – 0.12% 47
2022
Q4 		$210K Buy
+2,550
New +$210K 0.12% 45
2022
Q3 		– Sell
-2,550
Closed -$206K – 49
2022
Q2 		$206K Hold
2,550
– – 0.13% 42
2022
Q1 		$247K Hold
2,550
– – 0.14% 42
2021
Q4 		$241K Buy
+2,550
New +$262K 0.15% 41

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

Capital Performance Advisors's SUSA Position: Q1 2026 in Review

Capital Performance Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 2,525 shares — an estimated $352K sold.

Capital Performance Advisors first reported a position in SUSA in Q4 2021 and held it in 16 quarters. The position peaked at $352K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Capital Performance Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 2,525 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $352K.
  • Capital Performance Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 16 quarters.
  • Capital Performance Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $352K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.