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

Concurrent Investment 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 		$400K Sell
2,589
-8
-0.3% -$1.18K ﹤0.01% 1536
2026
Q1 		$343K Sell
2,597
-143
-5% -$19.8K ﹤0.01% 1404
2025
Q4 		$382K Buy
2,740
+89
+3% +$12.3K ﹤0.01% 1266
2025
Q3 		$360K Buy
2,651
+235
+10% +$30.7K 0.01% 1066
2025
Q2 		$306K Buy
2,416
+175
+8% +$20.6K 0.01% 1059
2025
Q1 		$257K Sell
2,241
-3
-0.1% -$364 0.01% 1000
2024
Q4 		$273K Sell
2,244
-58
-3% -$7.12K 0.01% 868
2024
Q3 		$277K Sell
2,302
-57
-2% -$6.58K 0.01% 811
2024
Q2 		$265K Buy
2,359
+376
+19% +$40.8K 0.01% 782
2024
Q1 		$216K Buy
+1,983
New +$206K 0.01% 779

Other funds holding SUSA

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Concurrent Investment Advisors's SUSA Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.31% in Q2 2026, selling an estimated $1.18K and leaving 2,589 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Concurrent Investment Advisors first reported a position in SUSA in Q1 2024 and has held it in 10 quarters since. 245 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Concurrent Investment Advisors held 2,589 shares of iShares ESG Optimized MSCI USA ETF worth $400K as of Q2 2026.
  • Concurrent Investment Advisors sold 8 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.18K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1536 holding.
  • Concurrent Investment Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.