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 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 $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Continuum Advisory's SUSA Position: Q1 2026 in Review

Continuum Advisory opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026: 3,279 shares worth $433K. The stake represents 0.04% of the portfolio and ranks #305 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in SUSA as recently as Q1 2025.

Continuum Advisory first reported a position in SUSA in Q1 2024 and has held it in 6 quarters since. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Continuum Advisory held 3,279 shares of iShares ESG Optimized MSCI USA ETF worth $433K as of Q1 2026.
iShares ESG Optimized MSCI USA ETF was a new Continuum Advisory position in Q1 2026.
iShares ESG Optimized MSCI USA ETF made up 0.04% of Continuum Advisory's portfolio in Q1 2026, its #305 holding.
Continuum Advisory first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and has held it in 6 quarters since.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.