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Elevation Capital Advisory’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Elevation Capital Advisory’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
Q1 		– Sell
-16,746
Closed -$2.33M – 83
2025
Q4 		$2.33M Sell
16,746
-33,574
-67% -$4.64M 0.95% 36
2025
Q3 		$6.83M Buy
+50,320
New +$6.57M 2.73% 16
2024
Q4 		– Sell
-70,841
Closed -$8.53M – 74
2024
Q3 		$8.53M Buy
+70,841
New +$8.17M 3.76% 11

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Elevation Capital Advisory's SUSA Position: Q1 2026 in Review

Elevation Capital Advisory sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 16,746 shares — an estimated $2.33M sold.

Elevation Capital Advisory first reported a position in SUSA in Q3 2024 and held it in 3 quarters. The position peaked at $8.53M in Q3 2024. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Elevation Capital Advisory reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Elevation Capital Advisory sold 16,746 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $2.33M.
  • Elevation Capital Advisory first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2024 and held it in 3 quarters.
  • Elevation Capital Advisory's iShares ESG Optimized MSCI USA ETF position peaked at $8.53M in Q3 2024.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Elevation Capital Advisory's 13F filing for Q1 2026, filed 8 May 2026.