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

Crux Wealth 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
2025
Q4 		– Sell
-5,334
Closed -$724K – 190
2025
Q3 		$724K Sell
5,334
-847
-14% -$111K 0.29% 86
2025
Q2 		$783K Sell
6,181
-24,466
-80% -$2.88M 0.33% 79
2025
Q1 		$3.52M Sell
30,647
-639
-2% -$77.5K 1.83% 10
2024
Q4 		$3.8M Buy
+31,286
New +$3.84M 2.12% 7

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
M&T Bank
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Crux Wealth Advisors's SUSA Position: Q4 2025 in Review

Crux Wealth Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q4 2025, closing a stake of 5,334 shares — an estimated $724K sold.

Crux Wealth Advisors first reported a position in SUSA in Q4 2024 and held it in 4 quarters. The position peaked at $3.8M in Q4 2024. 536 funds tracked by Wall St. Rank hold SUSA as of Q4 2025.

  • Crux Wealth Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Crux Wealth Advisors sold 5,334 iShares ESG Optimized MSCI USA ETF shares in Q4 2025, an estimated $724K.
  • Crux Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and held it in 4 quarters.
  • Crux Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $3.8M in Q4 2024.
  • 536 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q4 2025.

Based on Crux Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.