Commonwealth Equity Services
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Commonwealth Equity Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Commonwealth Equity Services’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 		$14.1M Sell
90,551
-117
-0.1% -$18.3K 0.02% 725
2026
Q2 		$14M Sell
90,668
-2,396
-3% -$354K 0.02% 770
2026
Q1 		$12.3M Sell
93,064
-18,660
-17% -$2.59M 0.02% 779
2025
Q4 		$15.6M Sell
111,724
-50,256
-31% -$6.94M 0.02% 672
2025
Q3 		$22M Sell
161,980
-12,672
-7% -$1.66M 0.03% 534
2025
Q2 		$22.1M Sell
174,652
-36,853
-17% -$4.35M 0.03% 545
2025
Q1 		$24.3M Buy
211,505
+108,594
+106% +$13.2M 0.03% 494
2024
Q4 		$12.5M Sell
102,911
-2,255
-2% -$277K 0.02% 716
2024
Q3 		$12.7M Sell
105,166
-14,121
-12% -$1.63M 0.02% 718
2024
Q2 		$13.4M Buy
119,287
+10,532
+10% +$1.14M 0.02% 679
2024
Q1 		$11.9M Buy
108,755
+2,195
+2% +$229K 0.02% 704
2023
Q4 		$10.7M Sell
106,560
-1,913
-2% -$178K 0.02% 705
2023
Q3 		$9.8M Sell
108,473
-5,028
-4% -$473K 0.02% 683
2023
Q2 		$10.6M Sell
113,501
-11,992
-10% -$1.07M 0.02% 657
2023
Q1 		$11M Buy
125,493
+6,893
+6% +$592K 0.02% 619
2022
Q4 		$9.8M Sell
118,600
-3,481
-3% -$287K 0.02% 632
2022
Q3 		$9.27M Buy
122,081
+1,891
+2% +$161K 0.02% 605
2022
Q2 		$9.7M Buy
120,190
+36
+0% +$3.16K 0.03% 594
2022
Q1 		$11.6M Sell
120,154
-2,263
-2% -$219K 0.03% 561
2021
Q4 		$13M Buy
122,417
+2,667
+2% +$274K 0.03% 506
2021
Q3 		$11.5M Buy
119,750
+1,831
+2% +$181K 0.03% 524
2021
Q2 		$11.3M Buy
117,919
+1,990
+2% +$184K 0.03% 526
2021
Q1 		$10.2M Sell
115,929
-25,698
-18% -$2.19M 0.03% 513
2020
Q4 		$11.7M Sell
141,627
-3,615
-2% -$283K 0.04% 431
2020
Q3 		$10.7M Buy
145,242
+5,286
+4% +$382K 0.04% 415
2020
Q2 		$9.36M Buy
139,956
+8,972
+7% +$561K 0.04% 421
2020
Q1 		$7.19M Buy
130,984
+12,532
+11% +$803K 0.03% 438
2019
Q4 		$7.94M Buy
118,452
+6,534
+6% +$418K 0.03% 476
2019
Q3 		$6.92M Buy
111,918
+4,086
+4% +$250K 0.03% 489
2019
Q2 		$6.57M Buy
107,832
+11,488
+12% +$687K 0.03% 487
2019
Q1 		$5.7M Buy
96,344
+21,226
+28% +$1.2M 0.03% 521
2018
Q4 		$3.87M Buy
75,118
+3,730
+5% +$207K 0.02% 581
2018
Q3 		$4.26M Sell
71,388
-810
-1% -$47.5K 0.02% 593
2018
Q2 		$4.07M Buy
72,198
+2,170
+3% +$122K 0.02% 582
2018
Q1 		$3.88M Buy
70,028
+4,866
+7% +$277K 0.02% 569
2017
Q4 		$3.62M Sell
65,162
-398
-0.6% -$21.6K 0.02% 577
2017
Q3 		$3.43M Buy
65,560
+3,242
+5% +$168K 0.02% 569
2017
Q2 		$3.19M Buy
62,318
+2,422
+4% +$122K 0.02% 575
2017
Q1 		$2.94M Buy
59,896
+1,206
+2% +$57.9K 0.02% 582
2016
Q4 		$2.7M Buy
58,690
+838
+1% +$38K 0.02% 589
2016
Q3 		$2.63M Buy
57,852
+6,126
+12% +$276K 0.02% 567
2016
Q2 		$2.24M Buy
51,726
+3,308
+7% +$142K 0.02% 603
2016
Q1 		$2.06M Buy
48,418
+2,624
+6% +$105K 0.02% 627
2015
Q4 		$1.91M Sell
45,794
-462
-1% -$19.4K 0.02% 642
2015
Q3 		$1.82M Buy
46,256
+754
+2% +$31.4K 0.02% 632
2015
Q2 		$1.94M Buy
45,502
+348
+0.8% +$15.1K 0.02% 634
2015
Q1 		$1.94M Buy
45,154
+590
+1% +$25.3K 0.02% 609
2014
Q4 		$1.92M Buy
44,564
+4,488
+11% +$188K 0.02% 595
2014
Q3 		$1.65M Buy
40,076
+318
+0.8% +$13.1K 0.02% 623
2014
Q2 		$1.64M Buy
39,758
+630
+2% +$25K 0.02% 634
2014
Q1 		$1.53M Buy
39,128
+6,138
+19% +$235K 0.02% 611
2013
Q4 		$1.27M Sell
32,990
-1,570
-5% -$57.9K 0.02% 658
2013
Q3 		$1.22M Buy
34,560
+1,500
+5% +$52.8K 0.02% 631
2013
Q2 		$1.12M Buy
+33,060
New +$1.12M 0.02% 629

Other funds holding SUSA

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Farrow Financial
Farrow Financial Randolph, Vermont $188M AUM 14.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
eCIO Inc
eCIO Inc Madison, Wisconsin $289M AUM 5.4% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Corundum Group
Corundum Group Colorado Springs, Colorado $380M AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services's SUSA Position: Q3 2026 in Review

Commonwealth Equity Services reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.13% in Q3 2026, selling an estimated $18.3K and leaving 90,551 shares worth $14.1M. The position accounts for 0.02% of the portfolio, ranked #725.

Commonwealth Equity Services first reported a position in SUSA in Q2 2013 and has held it in 54 quarters since. The position peaked at $24.3M in Q1 2025. 258 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Commonwealth Equity Services held 90,551 shares of iShares ESG Optimized MSCI USA ETF worth $14.1M as of Q3 2026.
  • Commonwealth Equity Services sold 117 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $18.3K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q3 2026, its #725 holding.
  • Commonwealth Equity Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 54 quarters since.
  • Commonwealth Equity Services's iShares ESG Optimized MSCI USA ETF position peaked at $24.3M in Q1 2025.
  • 258 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.