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Clear Creek Financial Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Clear Creek Financial 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
Q1 		– Sell
-1,859
Closed -$259K – 649
2025
Q4 		$259K Hold
1,859
– – 0.02% 518
2025
Q3 		$252K Sell
1,859
-229
-11% -$29.9K 0.02% 507
2025
Q2 		$265K Hold
2,088
– – 0.03% 466
2025
Q1 		$240K Hold
2,088
– – 0.02% 450
2024
Q4 		$254K Sell
2,088
-276
-12% -$33.9K 0.03% 406
2024
Q3 		$285K Hold
2,364
– – 0.03% 357
2024
Q2 		$266K Sell
2,364
-1,981
-46% -$215K 0.03% 356
2024
Q1 		$474K Sell
4,345
-3,169
-42% -$330K 0.06% 257
2023
Q4 		$755K Sell
7,514
-904
-11% -$84.3K 0.12% 147
2023
Q3 		$761K Hold
8,418
– – 0.13% 125
2023
Q2 		$788K Hold
8,418
– – 0.14% 124
2023
Q1 		$739K Sell
8,418
-3,816
-31% -$328K 0.14% 125
2022
Q4 		$1.01M Sell
12,234
-52
-0.4% -$4.28K 0.22% 90
2022
Q3 		$933K Buy
12,286
+6,314
+106% +$537K 0.21% 83
2022
Q2 		$482K Buy
+5,972
New +$524K 0.1% 158

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 $4.86B AUM 22.78% 1-Year Est. Return

Clear Creek Financial Management's SUSA Position: Q1 2026 in Review

Clear Creek Financial Management sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 1,859 shares — an estimated $259K sold.

Clear Creek Financial Management first reported a position in SUSA in Q2 2022 and held it in 15 quarters. The position peaked at $1.01M in Q4 2022. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Clear Creek Financial Management reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Clear Creek Financial Management sold 1,859 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $259K.
  • Clear Creek Financial Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2022 and held it in 15 quarters.
  • Clear Creek Financial Management's iShares ESG Optimized MSCI USA ETF position peaked at $1.01M in Q4 2022.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.