Empower Advisory Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Empower Advisory Group’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	$383K	Hold	2,480	–	–	﹤0.01%	388
2026 Q1	$328K	Sell	2,480 -2,280	-48%	-$316K	﹤0.01%	395
2025 Q4	$663K	Buy	4,760 +2,232	+88%	+$308K	﹤0.01%	299
2025 Q3	$343K	Sell	2,528 -405	-14%	-$52.9K	﹤0.01%	402
2025 Q2	$372K	Hold	2,933	–	–	﹤0.01%	364
2025 Q1	$337K	Sell	2,933 -317	-10%	-$38.4K	﹤0.01%	380
2024 Q4	$395K	Hold	3,250	–	–	﹤0.01%	354
2024 Q3	$391K	Hold	3,250	–	–	﹤0.01%	353
2024 Q2	$365K	Hold	3,250	–	–	﹤0.01%	353
2024 Q1	$355K	Sell	3,250 -7	-0.2%	-$729	﹤0.01%	370
2023 Q4	$327K	Hold	3,257	–	–	﹤0.01%	375
2023 Q3	$293K	Hold	3,257	–	–	﹤0.01%	383
2023 Q2	$305K	Sell	3,257 -69	-2%	-$6.13K	﹤0.01%	387
2023 Q1	$292K	Buy	+3,326	New	+$286K	﹤0.01%	390

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 29.18% 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

Empower Advisory Group's SUSA Position: Q2 2026 in Review

Empower Advisory Group held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 2,480 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Empower Advisory Group first reported a position in SUSA in Q1 2023 and has held it in 14 quarters since. The position peaked at $663K in Q4 2025. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Empower Advisory Group held 2,480 shares of iShares ESG Optimized MSCI USA ETF worth $383K as of Q2 2026.
Empower Advisory Group left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #388 holding.
Empower Advisory Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's iShares ESG Optimized MSCI USA ETF position peaked at $663K in Q4 2025.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.