Continuum Advisory’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Continuum Advisory’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	$554K	Buy	3,591 +312	+10%	+$46.1K	0.04%	277
2026 Q1	$433K	Buy	+3,279	New	+$455K	0.04%	305
2025 Q2	–	Sell	-21	Closed	-$2.47K	–	1426
2025 Q1	$2.47K	Hold	21	–	–	﹤0.01%	1282
2024 Q4	$2.6K	Hold	21	–	–	﹤0.01%	1336
2024 Q3	$2.64K	Hold	21	–	–	﹤0.01%	1336
2024 Q2	$2.39K	Hold	21	–	–	﹤0.01%	1255
2024 Q1	$2.29K	Buy	+21	New	+$2.19K	﹤0.01%	1262

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 29.18% 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

Continuum Advisory's SUSA Position: Q2 2026 in Review

Continuum Advisory increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 9.5% in Q2 2026, buying an estimated $46.1K and bringing the position to 3,591 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #277.

Continuum Advisory first reported a position in SUSA in Q1 2024 and has held it in 7 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Continuum Advisory held 3,591 shares of iShares ESG Optimized MSCI USA ETF worth $554K as of Q2 2026.
Continuum Advisory bought 312 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $46.1K.
iShares ESG Optimized MSCI USA ETF made up 0.04% of Continuum Advisory's portfolio in Q2 2026, its #277 holding.
Continuum Advisory first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and has held it in 7 quarters since.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.