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

CWS Financial 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
Q1 		$583K Sell
4,414
-47
-1% -$6.52K 0.15% 83
2025
Q4 		$622K Buy
4,461
+7
+0.2% +$967 0.17% 80
2025
Q3 		$604K Buy
4,454
+44
+1% +$5.75K 0.17% 71
2025
Q2 		$559K Buy
4,410
+7
+0.2% +$825 0.16% 74
2025
Q1 		$506K Buy
4,403
+7
+0.2% +$849 0.16% 75
2024
Q4 		$534K Sell
4,396
-536
-11% -$65.8K 0.17% 63
2024
Q3 		$594K Sell
4,932
-57
-1% -$6.58K 0.21% 53
2024
Q2 		$561K Buy
4,989
+5
+0.1% +$542 0.22% 49
2024
Q1 		$544K Buy
4,984
+9
+0.2% +$937 0.22% 47
2023
Q4 		$500K Sell
4,975
-156
-3% -$14.6K 0.19% 82
2023
Q3 		$462K Sell
5,131
-4
-0.1% -$376 0.19% 85
2023
Q2 		$481K Buy
5,135
+79
+2% +$7.02K 0.18% 89
2023
Q1 		$444K Buy
5,056
+163
+3% +$14K 0.18% 94
2022
Q4 		$430K Buy
4,893
+58
+1% +$4.78K 0.19% 85
2022
Q3 		$367K Hold
4,835
– – 0.18% 95
2022
Q2 		$390K Buy
4,835
+9
+0.2% +$790 0.18% 93
2022
Q1 		$467K Buy
4,826
+10
+0.2% +$969 0.18% 87
2021
Q4 		$512K Buy
+4,816
New +$495K 0.18% 81
2021
Q2 		$465K Sell
4,867
-26
-0.5% -$2.4K 0.19% 83
2021
Q1 		$430K Hold
4,893
– – 0.19% 85
2020
Q4 		$403K Sell
4,893
-179
-4% -$14K 0.23% 82
2020
Q3 		$373K Sell
5,072
-204
-4% -$14.7K 0.25% 80
2020
Q2 		$353K Buy
5,276
+1,432
+37% +$89.6K 0.25% 84
2020
Q1 		$258K Hold
3,844
– – 0.19% 102
2019
Q4 		$258K Buy
+3,844
New +$246K 0.19% 103

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 $8.18B AUM 28.28% 1-Year Est. Return

CWS Financial Advisors's SUSA Position: Q1 2026 in Review

CWS Financial Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.1% in Q1 2026, selling an estimated $6.52K and leaving 4,414 shares worth $583K. The position accounts for 0.15% of the portfolio, ranked #83.

CWS Financial Advisors first reported a position in SUSA in Q4 2019 and has held it in 25 quarters since. The position peaked at $622K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • CWS Financial Advisors held 4,414 shares of iShares ESG Optimized MSCI USA ETF worth $583K as of Q1 2026.
  • CWS Financial Advisors sold 47 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $6.52K.
  • iShares ESG Optimized MSCI USA ETF made up 0.15% of CWS Financial Advisors's portfolio in Q1 2026, its #83 holding.
  • CWS Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $622K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.