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

Clearstead 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
Q2 		$1.88M Sell
12,184
-250
-2% -$36.9K 0.02% 395
2026
Q1 		$1.64M Sell
12,434
-180
-1% -$25K 0.02% 406
2025
Q4 		$1.76M Buy
12,614
+700
+6% +$96.7K 0.02% 349
2025
Q3 		$1.62M Hold
11,914
– – 0.02% 357
2025
Q2 		$1.51M Sell
11,914
-360
-3% -$42.4K 0.02% 365
2025
Q1 		$1.41M Hold
12,274
– – 0.02% 354
2024
Q4 		$1.49M Hold
12,274
– – 0.02% 342
2024
Q3 		$1.48M Hold
12,274
– – 0.02% 347
2024
Q2 		$1.38M Buy
12,274
+3,303
+37% +$358K 0.02% 333
2024
Q1 		$972K Hold
8,971
– – 0.05% 230
2023
Q4 		$902K Hold
8,971
– – 0.05% 232
2023
Q3 		$807K Hold
8,971
– – 0.05% 225
2023
Q2 		$840K Hold
8,971
– – 0.05% 223
2023
Q1 		$787K Hold
8,971
– – 0.06% 197
2022
Q4 		$738K Hold
8,971
– – 0.06% 202
2022
Q3 		$681K Buy
8,971
+25
+0.3% +$2.13K 0.06% 191
2022
Q2 		$722K Hold
8,946
– – 0.06% 205
2022
Q1 		$866K Hold
8,946
– – 0.06% 191
2021
Q4 		$951K Buy
8,946
+8,846
+8,846% +$909K 0.06% 189
2021
Q3 		$10K Hold
100
– – ﹤0.01% 951
2021
Q2 		$10K Hold
100
– – ﹤0.01% 806
2021
Q1 		$9K Hold
100
– – ﹤0.01% 802
2020
Q4 		$8K Buy
100
+30
+43% +$2.35K ﹤0.01% 757
2020
Q3 		$5K Hold
70
– – ﹤0.01% 747
2020
Q2 		$5K Hold
70
– – ﹤0.01% 676
2020
Q1 		$4K Buy
+70
New +$4.49K ﹤0.01% 669

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

Clearstead Advisors's SUSA Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2% in Q2 2026, selling an estimated $36.9K and leaving 12,184 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #395.

Clearstead Advisors first reported a position in SUSA in Q1 2020 and has held it in 26 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Clearstead Advisors held 12,184 shares of iShares ESG Optimized MSCI USA ETF worth $1.88M as of Q2 2026.
  • Clearstead Advisors sold 250 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $36.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #395 holding.
  • Clearstead Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.