Collier Financial
SUSA icon

Collier Financial’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Collier Financial’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
Q3 		$6.44K Hold
41
– – ﹤0.01% 138
2026
Q2 		$6.36K Sell
41
-156
-79% -$23K ﹤0.01% 128
2026
Q1 		$26K Buy
197
+1
+0.5% +$139 0.02% 95
2025
Q4 		$27.4K Hold
196
– – 0.02% 95
2025
Q3 		$26.6K Buy
+196
New +$25.6K 0.02% 97

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Spinnaker Trust
Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Collier Financial's SUSA Position: Q3 2026 in Review

Collier Financial held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2026 at 41 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

Collier Financial first reported a position in SUSA in Q3 2025 and has held it in 5 quarters since. The position peaked at $27.4K in Q4 2025. 405 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Collier Financial held 41 shares of iShares ESG Optimized MSCI USA ETF worth $6.44K as of Q3 2026.
  • Collier Financial left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Collier Financial's portfolio in Q3 2026, its #138 holding.
  • Collier Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2025 and has held it in 5 quarters since.
  • Collier Financial's iShares ESG Optimized MSCI USA ETF position peaked at $27.4K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Collier Financial's 13F filing for Q3 2026, filed 6 Nov 2026.