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

DHJJ 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 Q2	$60.2K	Hold	390	–	–	0.02%	386
2026 Q1	$51.5K	Hold	390	–	–	0.02%	393
2025 Q4	$54.3K	Hold	390	–	–	0.02%	371
2025 Q3	$52.9K	Hold	390	–	–	0.02%	358
2025 Q2	$49.4K	Hold	390	–	–	0.02%	347
2025 Q1	$44.8K	Hold	390	–	–	0.02%	324
2024 Q4	$47.4K	Hold	390	–	–	0.02%	312
2024 Q3	$46.9K	Hold	390	–	–	0.02%	312
2024 Q2	$43.8K	Hold	390	–	–	0.02%	290
2024 Q1	$42.6K	Hold	390	–	–	0.02%	284
2023 Q4	$39.2K	Hold	390	–	–	0.02%	286
2023 Q3	$35.1K	Buy	+390	New	+$36.7K	0.02%	287

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

DHJJ Financial Advisors's SUSA Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 390 shares worth $60.2K. The position accounts for 0.02% of the portfolio, ranked #386.

DHJJ Financial Advisors first reported a position in SUSA in Q3 2023 and has held it in 12 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

DHJJ Financial Advisors held 390 shares of iShares ESG Optimized MSCI USA ETF worth $60.2K as of Q2 2026.
DHJJ Financial Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #386 holding.
DHJJ Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

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