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 Q3	–	Sell	-2,054	Closed	-$317K	–	296
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.1B AUM 18.5% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cornerstone Advisory's SUSA Position: Q3 2026 in Review

Cornerstone Advisory sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2026, closing a stake of 2,054 shares — an estimated $317K sold.

Cornerstone Advisory first reported a position in SUSA in Q4 2021 and held it in 12 quarters. The position peaked at $317K in Q2 2026. 466 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

Cornerstone Advisory reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Advisory sold 2,054 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $317K.
Cornerstone Advisory first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and held it in 12 quarters.
Cornerstone Advisory's iShares ESG Optimized MSCI USA ETF position peaked at $317K in Q2 2026.
466 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.