Empower Advisory Group
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Empower Advisory Group's SUSA Position: Q1 2026 in Review

Empower Advisory Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 48% in Q1 2026, selling an estimated $316K and leaving 2,480 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Empower Advisory Group first reported a position in SUSA in Q1 2023 and has held it in 13 quarters since. The position peaked at $663K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Empower Advisory Group held 2,480 shares of iShares ESG Optimized MSCI USA ETF worth $328K as of Q1 2026.
  • Empower Advisory Group sold 2,280 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $316K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #395 holding.
  • Empower Advisory Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's iShares ESG Optimized MSCI USA ETF position peaked at $663K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.