Crewe Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Crewe Advisors’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	$115K	Hold	744	–	–	0.01%	316
2026 Q1	$98.3K	Hold	744	–	–	0.01%	294
2025 Q4	$104K	Hold	744	–	–	0.01%	283
2025 Q3	$101K	Hold	744	–	–	0.01%	294
2025 Q2	$94.3K	Hold	744	–	–	0.01%	228
2025 Q1	$85.5K	Hold	744	–	–	0.01%	217
2024 Q4	$90.5K	Sell	744 -45	-6%	-$5.52K	0.01%	221
2024 Q3	$95K	Hold	789	–	–	0.01%	238
2024 Q2	$88.7K	Hold	789	–	–	0.01%	290
2024 Q1	$86.1K	Sell	789 -22	-3%	-$2.29K	0.01%	299
2023 Q4	$81.5K	Hold	811	–	–	0.01%	109
2023 Q3	$73K	Hold	811	–	–	0.01%	116
2023 Q2	$75.9K	Hold	811	–	–	0.01%	232
2023 Q1	$71.2K	Hold	811	–	–	0.01%	266
2022 Q4	$66.8K	Hold	811	–	–	0.01%	274
2022 Q3	$62K	Buy	+811	New	+$69K	0.01%	293

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 29.2% 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

Crewe Advisors's SUSA Position: Q2 2026 in Review

Crewe Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 744 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #316.

Crewe Advisors first reported a position in SUSA in Q3 2022 and has held it in 16 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Crewe Advisors held 744 shares of iShares ESG Optimized MSCI USA ETF worth $115K as of Q2 2026.
Crewe Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #316 holding.
Crewe Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2022 and has held it in 16 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.