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Dynamic Advisor Solutions’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Dynamic Advisor Solutions’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 		$312K Buy
2,022
+1
+0% +$148 0.01% 844
2026
Q1 		$267K Hold
2,021
– – 0.01% 843
2025
Q4 		$282K Sell
2,021
-25
-1% -$3.45K 0.01% 800
2025
Q3 		$278K Hold
2,046
– – 0.01% 796
2025
Q2 		$259K Buy
2,046
+1
+0% +$118 0.01% 788
2025
Q1 		$235K Buy
2,045
+89
+5% +$10.8K 0.01% 774
2024
Q4 		$238K Buy
1,956
+56
+3% +$6.87K 0.01% 584
2024
Q3 		$229K Sell
1,900
-402
-17% -$46.4K 0.01% 841
2024
Q2 		$259K Buy
2,302
+1
+0% +$108 0.01% 815
2024
Q1 		$251K Buy
+2,301
New +$240K 0.01% 804
2023
Q4 		– Sell
-3,192
Closed -$287K – 942
2023
Q3 		$287K Sell
3,192
-2,564
-45% -$241K 0.01% 671
2023
Q2 		$539K Sell
5,756
-1,264
-18% -$112K 0.03% 471
2023
Q1 		$616K Sell
7,020
-3,862
-35% -$332K 0.04% 424
2022
Q4 		$896K Sell
10,882
-1,224
-10% -$101K 0.06% 299
2022
Q3 		$919K Sell
12,106
-5,797
-32% -$493K 0.07% 267
2022
Q2 		$1.45M Sell
17,903
-1,845
-9% -$162K 0.11% 200
2022
Q1 		$1.91M Buy
19,748
+338
+2% +$32.8K 0.13% 167
2021
Q4 		$2.06M Sell
19,410
-2,044
-10% -$210K 0.15% 158
2021
Q3 		$2.06M Sell
21,454
-239
-1% -$23.6K 0.16% 164
2021
Q2 		$2.07M Buy
21,693
+3,313
+18% +$306K 0.16% 152
2021
Q1 		$1.61M Buy
18,380
+13,662
+290% +$1.17M 0.15% 168
2020
Q4 		$388K Buy
4,718
+300
+7% +$23.5K 0.04% 434
2020
Q3 		$325K Buy
+4,418
New +$319K 0.04% 407
2020
Q1 		– Sell
-3,042
Closed -$204K – 590
2019
Q4 		$204K Buy
+3,042
New +$195K 0.03% 500

Other funds holding SUSA

SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

Dynamic Advisor Solutions's SUSA Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.05% in Q2 2026, buying an estimated $148 and bringing the position to 2,022 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #844.

Dynamic Advisor Solutions first reported a position in SUSA in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.07M in Q2 2021. 90 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Dynamic Advisor Solutions held 2,022 shares of iShares ESG Optimized MSCI USA ETF worth $312K as of Q2 2026.
  • Dynamic Advisor Solutions bought 1 iShares ESG Optimized MSCI USA ETF share in Q2 2026, an estimated $148.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #844 holding.
  • Dynamic Advisor Solutions first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 24 quarters since.
  • Dynamic Advisor Solutions's iShares ESG Optimized MSCI USA ETF position peaked at $2.07M in Q2 2021.
  • 90 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.