Consilio Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Consilio Wealth 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	$423K	Buy	2,741 +9	+0.3%	+$1.33K	0.1%	63
2026 Q1	$361K	Buy	2,732 +483	+21%	+$67K	0.11%	61
2025 Q4	$313K	Buy	2,249 +64	+3%	+$8.84K	0.09%	67
2025 Q3	$296K	Buy	2,185 +7	+0.3%	+$914	0.1%	61
2025 Q2	$274K	Buy	+2,178	New	+$257K	0.1%	58
2025 Q1	–	Sell	-1,698	Closed	-$206K	–	81
2024 Q4	$206K	Buy	1,698 +2	+0.1%	+$245	0.08%	68
2024 Q3	$204K	Buy	+1,696	New	+$196K	0.08%	73

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

Consilio Wealth Advisors's SUSA Position: Q2 2026 in Review

Consilio Wealth Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.33% in Q2 2026, buying an estimated $1.33K and bringing the position to 2,741 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #63.

Consilio Wealth Advisors first reported a position in SUSA in Q3 2024 and has held it in 7 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Consilio Wealth Advisors held 2,741 shares of iShares ESG Optimized MSCI USA ETF worth $423K as of Q2 2026.
Consilio Wealth Advisors bought 9 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.33K.
iShares ESG Optimized MSCI USA ETF made up 0.1% of Consilio Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Consilio Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2024 and has held it in 7 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.