Cetera Investment Advisers
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Cetera Investment Advisers’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Cetera Investment Advisers’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 		$14.7M Sell
95,352
-1,622
-2% -$239K 0.01% 920
2026
Q1 		$12.8M Buy
96,974
+771
+0.8% +$107K 0.01% 924
2025
Q4 		$13.4M Buy
96,203
+2,454
+3% +$339K 0.01% 863
2025
Q3 		$12.7M Buy
93,749
+28,670
+44% +$3.74M 0.01% 850
2025
Q2 		$8.25M Buy
65,079
+13,221
+25% +$1.56M 0.01% 924
2025
Q1 		$5.96M Sell
51,858
-1,952
-4% -$237K 0.01% 1009
2024
Q4 		$6.54M Buy
53,810
+1,544
+3% +$189K 0.01% 904
2024
Q3 		$6.29M Sell
52,266
-2,431
-4% -$280K 0.01% 896
2024
Q2 		$6.15M Sell
54,697
-67
-0.1% -$7.26K 0.01% 893
2024
Q1 		$5.98M Buy
54,764
+41,956
+328% +$4.37M 0.01% 895
2023
Q4 		$1.29M Sell
12,808
-7,790
-38% -$727K 0.01% 964
2023
Q3 		$1.85M Sell
20,598
-499
-2% -$47K 0.02% 785
2023
Q2 		$1.98M Sell
21,097
-1,628
-7% -$145K 0.02% 774
2023
Q1 		$1.99M Sell
22,725
-6,218
-21% -$534K 0.02% 735
2022
Q4 		$2.38M Sell
28,943
-3,441
-11% -$283K 0.02% 634
2022
Q3 		$2.46M Sell
32,384
-17,751
-35% -$1.51M 0.05% 394
2022
Q2 		$4.04M Sell
50,135
-12,608
-20% -$1.11M 0.06% 307
2022
Q1 		$6.08M Sell
62,743
-11,603
-16% -$1.12M 0.09% 247
2021
Q4 		$7.9M Buy
74,346
+25,577
+52% +$2.63M 0.11% 200
2021
Q3 		$4.68M Buy
48,769
+33,365
+217% +$3.3M 0.07% 278
2021
Q2 		$1.47M Buy
15,404
+1,770
+13% +$164K 0.02% 625
2021
Q1 		$1.2M Buy
13,634
+1,477
+12% +$126K 0.02% 597
2020
Q4 		$1M Buy
+12,157
New +$950K 0.02% 666

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

Cetera Investment Advisers's SUSA Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.7% in Q2 2026, selling an estimated $239K and leaving 95,352 shares worth $14.7M. The position accounts for 0.01% of the portfolio, ranked #920.

Cetera Investment Advisers first reported a position in SUSA in Q4 2020 and has held it in 23 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Cetera Investment Advisers held 95,352 shares of iShares ESG Optimized MSCI USA ETF worth $14.7M as of Q2 2026.
  • Cetera Investment Advisers sold 1,622 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $239K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #920 holding.
  • Cetera Investment Advisers first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 23 quarters since.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.