Concord Wealth Partners’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Concord Wealth Partners’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
2025 Q3	–	Sell	-540	Closed	-$68.4K	–	880
2025 Q2	$68.4K	Buy	+540	New	+$63.7K	0.01%	301
2024 Q2	–	Sell	-700	Closed	-$76.4K	–	909
2024 Q1	$76.4K	Buy	+700	New	+$72.9K	0.01%	299
2023 Q4	–	Sell	-700	Closed	-$63K	–	1006
2023 Q3	$63K	Hold	700	–	–	0.01%	344
2023 Q2	$65.5K	Hold	700	–	–	0.01%	320
2023 Q1	$61.4K	Hold	700	–	–	0.02%	319
2022 Q4	$57.6K	Buy	+700	New	+$57.7K	0.02%	353
2022 Q3	–	Sell	-700	Closed	-$56K	–	1024
2022 Q2	$56K	Hold	700	–	–	0.02%	352
2022 Q1	$68K	Hold	700	–	–	0.02%	375
2021 Q4	$74K	Hold	700	–	–	0.02%	364
2021 Q3	$67K	Hold	700	–	–	0.03%	177
2021 Q2	$67K	Sell	700 -160	-19%	-$14.8K	0.02%	302
2021 Q1	$76K	Hold	860	–	–	0.03%	261
2020 Q4	$71K	Buy	+860	New	+$67.2K	0.05%	166

Other funds holding SUSA

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

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

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concord Wealth Partners's SUSA Position: Q3 2025 in Review

Concord Wealth Partners sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2025, closing a stake of 540 shares — an estimated $68.4K sold.

Concord Wealth Partners first reported a position in SUSA in Q4 2020 and held it in 13 quarters. The position peaked at $76.4K in Q1 2024. 499 funds tracked by Wall St. Rank hold SUSA as of Q3 2025.

Concord Wealth Partners reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 540 iShares ESG Optimized MSCI USA ETF shares in Q3 2025, an estimated $68.4K.
Concord Wealth Partners first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and held it in 13 quarters.
Concord Wealth Partners's iShares ESG Optimized MSCI USA ETF position peaked at $76.4K in Q1 2024.
499 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.