Destiny Capital’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Destiny Capital’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	$1.1M	Sell	8,313 -37	-0.4%	-$5.13K	0.59%	23
2025 Q4	$1.16M	Hold	8,350	–	–	0.6%	21
2025 Q3	$1.13M	Sell	8,350 -2	-0%	-$261	0.62%	20
2025 Q2	$1.06M	Hold	8,352	–	–	0.64%	20
2025 Q1	$959K	Buy	8,352 +302	+4%	+$36.6K	0.65%	19
2024 Q4	$979K	Hold	8,050	–	–	0.59%	22
2024 Q3	$955K	Sell	8,050 -2,314	-22%	-$267K	0.59%	22
2024 Q2	$1.16M	Hold	10,364	–	–	0.8%	20
2024 Q1	$1.13M	Buy	10,364 +477	+5%	+$49.7K	0.79%	20
2023 Q4	$994K	Buy	+9,887	New	+$922K	0.69%	22
2023 Q2	$1.1M	Hold	11,715	–	–	0.86%	19
2023 Q1	$1.03M	Hold	11,715	–	–	0.84%	19
2022 Q4	$1.03M	Buy	+11,715	New	+$965K	0.84%	22

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Destiny Capital's SUSA Position: Q1 2026 in Review

Destiny Capital reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.44% in Q1 2026, selling an estimated $5.13K and leaving 8,313 shares worth $1.1M. The position accounts for 0.59% of the portfolio, ranked #23.

Destiny Capital first reported a position in SUSA in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.16M in Q2 2024. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Destiny Capital held 8,313 shares of iShares ESG Optimized MSCI USA ETF worth $1.1M as of Q1 2026.
Destiny Capital sold 37 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $5.13K.
iShares ESG Optimized MSCI USA ETF made up 0.59% of Destiny Capital's portfolio in Q1 2026, its #23 holding.
Destiny Capital first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 13 quarters since.
Destiny Capital's iShares ESG Optimized MSCI USA ETF position peaked at $1.16M in Q2 2024.
516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Destiny Capital's 13F filing for Q1 2026, filed 12 May 2026.