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

Colonial Trust 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	$100K	Hold	650	–	–	0.01%	280
2026 Q1	$85.9K	Hold	650	–	–	0.01%	283
2025 Q4	$90.6K	Hold	650	–	–	0.01%	276
2025 Q3	$88.2K	Hold	650	–	–	0.01%	274
2025 Q2	$82.4K	Hold	650	–	–	0.01%	282
2025 Q1	$74.7K	Hold	650	–	–	0.01%	291
2024 Q4	$79K	Hold	650	–	–	0.01%	269
2024 Q3	$78.2K	Hold	650	–	–	0.01%	288
2024 Q2	$73K	Hold	650	–	–	0.01%	284
2024 Q1	$71K	Hold	650	–	–	0.01%	280
2023 Q4	$65.3K	Hold	650	–	–	0.01%	283
2023 Q3	$58.5K	Hold	650	–	–	0.01%	309
2023 Q2	$60.9K	Hold	650	–	–	0.01%	312
2023 Q1	$57.1K	Hold	650	–	–	0.01%	312
2022 Q4	$53.5K	Buy	+650	New	+$53.5K	0.01%	326

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Colonial Trust Advisors's SUSA Position: Q2 2026 in Review

Colonial Trust Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 650 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #280.

Colonial Trust Advisors first reported a position in SUSA in Q4 2022 and has held it in 15 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Colonial Trust Advisors held 650 shares of iShares ESG Optimized MSCI USA ETF worth $100K as of Q2 2026.
Colonial Trust Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #280 holding.
Colonial Trust Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.