Creative Planning
SUSA icon

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

Creative Planning’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 		$9.86M Buy
74,628
+26,324
+54% +$3.65M 0.01% 698
2025
Q4 		$6.73M Buy
48,304
+8,419
+21% +$1.16M ﹤0.01% 812
2025
Q3 		$5.41M Sell
39,885
-8,349
-17% -$1.09M ﹤0.01% 817
2025
Q2 		$6.11M Sell
48,234
-820
-2% -$96.7K 0.01% 696
2025
Q1 		$5.63M Sell
49,054
-2,698
-5% -$327K 0.01% 666
2024
Q4 		$6.29M Buy
51,752
+11,070
+27% +$1.36M 0.01% 583
2024
Q3 		$4.9M Sell
40,682
-9,524
-19% -$1.1M ﹤0.01% 645
2024
Q2 		$5.64M Buy
50,206
+12,040
+32% +$1.3M 0.01% 569
2024
Q1 		$4.17M Sell
38,166
-426
-1% -$44.4K ﹤0.01% 673
2023
Q4 		$3.88M Buy
38,592
+4,714
+14% +$440K 0.01% 643
2023
Q3 		$3.05M Sell
33,878
-114
-0.3% -$10.7K ﹤0.01% 685
2023
Q2 		$3.18M Buy
33,992
+6,113
+22% +$543K ﹤0.01% 656
2023
Q1 		$2.45M Sell
27,879
-7,534
-21% -$647K ﹤0.01% 711
2022
Q4 		$2.92M Buy
35,413
+544
+2% +$44.8K ﹤0.01% 628
2022
Q3 		$2.65M Buy
34,869
+3,708
+12% +$315K ﹤0.01% 606
2022
Q2 		$2.51M Buy
31,161
+4,334
+16% +$380K ﹤0.01% 642
2022
Q1 		$2.6M Buy
26,827
+39
+0.1% +$3.78K ﹤0.01% 641
2021
Q4 		$2.85M Buy
26,788
+53
+0.2% +$5.45K ﹤0.01% 584
2021
Q3 		$2.56M Buy
26,735
+18,350
+219% +$1.81M ﹤0.01% 607
2021
Q2 		$801K Sell
8,385
-18,419
-69% -$1.7M ﹤0.01% 1032
2021
Q1 		$2.35M Sell
26,804
-834
-3% -$71.1K ﹤0.01% 656
2020
Q4 		$2.28M Buy
27,638
+3,710
+16% +$290K 0.01% 620
2020
Q3 		$1.76M Buy
23,928
+22
+0.1% +$1.59K ﹤0.01% 609
2020
Q2 		$1.6M Buy
23,906
+1,702
+8% +$107K ﹤0.01% 576
2020
Q1 		$1.22M Sell
22,204
-2,236
-9% -$143K ﹤0.01% 571
2019
Q4 		$1.64M Sell
24,440
-572
-2% -$36.6K ﹤0.01% 582
2019
Q3 		$1.55M Buy
25,012
+4,364
+21% +$267K 0.01% 579
2019
Q2 		$1.26M Sell
20,648
-374
-2% -$22.4K ﹤0.01% 671
2019
Q1 		$1.24M Sell
21,022
-240
-1% -$13.5K ﹤0.01% 640
2018
Q4 		$1.1M Sell
21,262
-994
-4% -$55.1K ﹤0.01% 634
2018
Q3 		$1.33M Buy
22,256
+184
+0.8% +$10.8K ﹤0.01% 637
2018
Q2 		$1.25M Sell
22,072
-674
-3% -$37.9K ﹤0.01% 630
2018
Q1 		$1.26M Buy
22,746
+432
+2% +$24.6K 0.01% 614
2017
Q4 		$1.24M Buy
22,314
+10
+0% +$542 0.01% 621
2017
Q3 		$1.17M Buy
22,304
+2,560
+13% +$133K 0.01% 646
2017
Q2 		$1.01M Buy
19,744
+292
+2% +$14.7K 0.01% 689
2017
Q1 		$956K Buy
19,452
+1,010
+5% +$48.5K 0.01% 697
2016
Q4 		$848K Sell
18,442
-4,972
-21% -$226K 0.01% 688
2016
Q3 		$1.06M Buy
23,414
+5,128
+28% +$231K 0.01% 576
2016
Q2 		$791K Sell
18,286
-5,100
-22% -$219K 0.01% 587
2016
Q1 		$995K Buy
23,386
+1,726
+8% +$69K 0.01% 510
2015
Q4 		$903K Buy
21,660
+98
+0.5% +$4.12K 0.01% 532
2015
Q3 		$850K Buy
+21,562
New +$897K 0.01% 531
2015
Q2 		– Sell
-13,738
Closed -$590K – 2786
2015
Q1 		$590K Buy
13,738
+10,012
+269% +$429K 0.01% 670
2014
Q4 		$160K Buy
3,726
+978
+36% +$41K ﹤0.01% 1273
2014
Q3 		$113K Hold
2,748
– – ﹤0.01% 1393
2014
Q2 		$113K Buy
2,748
+586
+27% +$23.3K ﹤0.01% 1364
2014
Q1 		$84K Hold
2,162
– – ﹤0.01% 1509
2013
Q4 		$83K Hold
2,162
– – ﹤0.01% 1312
2013
Q3 		$76K Hold
2,162
– – ﹤0.01% 1284
2013
Q2 		$73K Buy
+2,162
New +$73.4K ﹤0.01% 1162

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

Creative Planning's SUSA Position: Q1 2026 in Review

Creative Planning increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 54% in Q1 2026, buying an estimated $3.65M and bringing the position to 74,628 shares worth $9.86M. The position accounts for 0.01% of the portfolio, ranked #698.

Creative Planning first reported a position in SUSA in Q2 2013 and has held it in 51 quarters since. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Creative Planning held 74,628 shares of iShares ESG Optimized MSCI USA ETF worth $9.86M as of Q1 2026.
  • Creative Planning bought 26,324 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $3.65M.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #698 holding.
  • Creative Planning first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2013 and has held it in 51 quarters since.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.