Diversify Advisory Services’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$335K Buy
+2,198
New +$325K 0.01% 1010
2025
Q4
Sell
-2,181
Closed -$305K 967
2025
Q3
$305K Buy
+2,181
New +$285K 0.01% 717
2025
Q1
Sell
-3,160
Closed -$381K 690
2024
Q4
$381K Sell
3,160
-113
-3% -$13.9K 0.02% 427
2024
Q3
$395K Buy
3,273
+10
+0.3% +$1.15K 0.02% 422
2024
Q2
$373K Buy
+3,263
New +$354K 0.02% 443

Other funds holding SUSA

Diversify Advisory Services's SUSA Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026: 2,198 shares worth $335K. The stake represents 0.01% of the portfolio and ranks #1010 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SUSA as recently as Q3 2025.

Diversify Advisory Services first reported a position in SUSA in Q2 2024 and has held it in 5 quarters since. The position peaked at $395K in Q3 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Diversify Advisory Services held 2,198 shares of iShares ESG Optimized MSCI USA ETF worth $335K as of Q2 2026.
  • iShares ESG Optimized MSCI USA ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1010 holding.
  • Diversify Advisory Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and has held it in 5 quarters since.
  • Diversify Advisory Services's iShares ESG Optimized MSCI USA ETF position peaked at $395K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.