Dynamic Advisor Solutions
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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
Q3 		$315K Hold
2,022
– – 0.01% 823
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 		$1.44M 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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Dynamic Advisor Solutions's SUSA Position: Q3 2026 in Review

Dynamic Advisor Solutions held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q3 2026 at 2,022 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #823.

Dynamic Advisor Solutions first reported a position in SUSA in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.07M in Q2 2021. 116 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

  • Dynamic Advisor Solutions held 2,022 shares of iShares ESG Optimized MSCI USA ETF worth $315K as of Q3 2026.
  • Dynamic Advisor Solutions left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q3 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #823 holding.
  • Dynamic Advisor Solutions first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 25 quarters since.
  • Dynamic Advisor Solutions's iShares ESG Optimized MSCI USA ETF position peaked at $2.07M in Q2 2021.
  • 116 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.