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

Cornerstone 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 		$317K Buy
2,054
+4
+0.2% +$591 0.03% 214
2026
Q1 		$271K Buy
2,050
+5
+0.2% +$693 0.03% 224
2025
Q4 		$285K Buy
2,045
+5
+0.2% +$690 0.03% 206
2025
Q3 		$277K Buy
2,040
+5
+0.2% +$653 0.03% 203
2025
Q2 		$258K Buy
2,035
+4
+0.2% +$472 0.03% 206
2025
Q1 		$235K Buy
2,031
+5
+0.2% +$606 0.03% 204
2024
Q4 		$253K Buy
2,026
+7
+0.3% +$859 0.03% 206
2024
Q3 		$243K Buy
2,019
+7
+0.3% +$808 0.03% 197
2024
Q2 		$226K Hold
2,012
– – 0.03% 197
2024
Q1 		$220K Hold
2,012
– – 0.03% 210
2023
Q4 		$202K Buy
+2,012
New +$188K 0.03% 216
2022
Q1 		– Sell
-2,582
Closed -$275K – 703
2021
Q4 		$275K Buy
+2,582
New +$265K 0.04% 217

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

Cornerstone Advisory's SUSA Position: Q2 2026 in Review

Cornerstone Advisory increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.2% in Q2 2026, buying an estimated $591 and bringing the position to 2,054 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #214.

Cornerstone Advisory first reported a position in SUSA in Q4 2021 and has held it in 12 quarters since. 231 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Cornerstone Advisory held 2,054 shares of iShares ESG Optimized MSCI USA ETF worth $317K as of Q2 2026.
  • Cornerstone Advisory bought 4 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $591.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of Cornerstone Advisory's portfolio in Q2 2026, its #214 holding.
  • Cornerstone Advisory first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 12 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.