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Consolidated Planning Corp’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Consolidated Planning Corp’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
Q1 		$3.23M Sell
24,475
-588
-2% -$81.5K 0.52% 34
2025
Q4 		$3.49M Buy
25,063
+243
+1% +$33.6K 0.35% 77
2025
Q3 		$3.37M Sell
24,820
-353
-1% -$46.1K 0.36% 81
2025
Q2 		$3.19M Buy
25,173
+63
+0.3% +$7.43K 0.4% 80
2025
Q1 		$2.88M Buy
25,110
+1,247
+5% +$151K 0.4% 76
2024
Q4 		$2.9M Buy
23,863
+6,047
+34% +$742K 0.39% 70
2024
Q3 		$2.14M Sell
17,816
-155
-0.9% -$17.9K 0.32% 73
2024
Q2 		$2.02M Sell
17,971
-23,505
-57% -$2.55M 0.33% 73
2024
Q1 		$4.53M Sell
41,476
-1,161
-3% -$121K 0.77% 45
2023
Q4 		$4.29M Buy
42,637
+1,237
+3% +$115K 0.8% 38
2023
Q3 		$3.72M Buy
41,400
+375
+0.9% +$35.3K 0.83% 40
2023
Q2 		$3.84M Buy
41,025
+918
+2% +$81.5K 0.81% 42
2023
Q1 		$3.52M Buy
40,107
+2,390
+6% +$205K 0.91% 39
2022
Q4 		$3.1M Sell
37,717
-838
-2% -$69K 0.86% 35
2022
Q3 		$2.93M Sell
38,555
-1,418
-4% -$121K 0.91% 39
2022
Q2 		$3.23M Buy
39,973
+3,186
+9% +$280K 1.01% 29
2022
Q1 		$3.56M Sell
36,787
-1,195
-3% -$116K 2.47% 10
2021
Q4 		$4.04M Buy
37,982
+2,044
+6% +$210K 2.6% 10
2021
Q3 		$3.45M Buy
35,938
+1,868
+5% +$185K 2.24% 10
2021
Q2 		$3.25M Buy
34,070
+1,324
+4% +$122K 2.41% 9
2021
Q1 		$2.88M Buy
32,746
+2,487
+8% +$212K 1.84% 10
2020
Q4 		$2.49M Sell
30,259
-463
-2% -$36.2K 1.62% 11
2020
Q3 		$2.26M Buy
30,722
+2,000
+7% +$144K 1.68% 11
2020
Q2 		$1.92M Buy
28,722
+2,890
+11% +$181K 1.88% 11
2020
Q1 		$1.42M Buy
25,832
+6,880
+36% +$441K 1.78% 9
2019
Q4 		$1.27M Buy
+18,952
New +$1.21M 1.26% 13

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Consolidated Planning Corp's SUSA Position: Q1 2026 in Review

Consolidated Planning Corp reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 2.3% in Q1 2026, selling an estimated $81.5K and leaving 24,475 shares worth $3.23M. The position accounts for 0.52% of the portfolio, ranked #34.

Consolidated Planning Corp first reported a position in SUSA in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.53M in Q1 2024. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Consolidated Planning Corp held 24,475 shares of iShares ESG Optimized MSCI USA ETF worth $3.23M as of Q1 2026.
  • Consolidated Planning Corp sold 588 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $81.5K.
  • iShares ESG Optimized MSCI USA ETF made up 0.52% of Consolidated Planning Corp's portfolio in Q1 2026, its #34 holding.
  • Consolidated Planning Corp first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 26 quarters since.
  • Consolidated Planning Corp's iShares ESG Optimized MSCI USA ETF position peaked at $4.53M in Q1 2024.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.