Diversify Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Diversify Wealth Management’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	$335K	Buy	+2,198	New	+$325K	0.01%	1010

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

Diversify Wealth Management's SUSA Position: Q2 2026 in Review

Diversify Wealth Management 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.

532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Diversify Wealth Management 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 Wealth Management position in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1010 holding.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.