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Eagle Strategies’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Eagle Strategies’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 		$268K Hold
1,735
– – 0.03% 248
2026
Q1 		$229K Buy
1,735
+50
+3% +$6.93K 0.03% 242
2025
Q4 		$235K Sell
1,685
-92
-5% -$12.7K 0.03% 233
2025
Q3 		$241K Sell
1,777
-40
-2% -$5.22K 0.03% 225
2025
Q2 		$230K Sell
1,817
-104
-5% -$12.3K 0.04% 213
2025
Q1 		$221K Buy
1,921
+85
+5% +$10.3K 0.04% 202
2024
Q4 		$223K Sell
1,836
-77
-4% -$9.45K 0.04% 203
2024
Q3 		$230K Sell
1,913
-36
-2% -$4.15K 0.04% 195
2024
Q2 		$219K Buy
+1,949
New +$211K 0.04% 200
2022
Q3 		– Sell
-3,859
Closed -$311K – 141
2022
Q2 		$311K Buy
3,859
+1,283
+50% +$113K 0.11% 110
2022
Q1 		$249K Sell
2,576
-352
-12% -$34.1K 0.1% 124
2021
Q4 		$311K Buy
+2,928
New +$301K 0.12% 114

Other funds holding SUSA

ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return

Eagle Strategies's SUSA Position: Q2 2026 in Review

Eagle Strategies held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 1,735 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #248.

Eagle Strategies first reported a position in SUSA in Q4 2021 and has held it in 12 quarters since. The position peaked at $311K in Q2 2022. 271 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Eagle Strategies held 1,735 shares of iShares ESG Optimized MSCI USA ETF worth $268K as of Q2 2026.
  • Eagle Strategies left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.03% of Eagle Strategies's portfolio in Q2 2026, its #248 holding.
  • Eagle Strategies first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 12 quarters since.
  • Eagle Strategies's iShares ESG Optimized MSCI USA ETF position peaked at $311K in Q2 2022.
  • 271 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.