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Farther Finance Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Farther Finance Advisors’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 		$852K Sell
5,521
-929
-14% -$137K 0.01% 1200
2026
Q1 		$859K Buy
6,450
+405
+7% +$56.2K 0.01% 1063
2025
Q4 		$842K Buy
6,045
+63
+1% +$8.7K 0.01% 985
2025
Q3 		$812K Buy
5,982
+9
+0.2% +$1.18K 0.01% 836
2025
Q2 		$757K Sell
5,973
-2,668
-31% -$315K 0.02% 716
2025
Q1 		$996K Buy
8,641
+7,964
+1,176% +$966K 0.03% 498
2024
Q4 		$82.3K Sell
677
-46
-6% -$5.64K ﹤0.01% 1398
2024
Q3 		$87.1K Buy
723
+205
+40% +$23.6K ﹤0.01% 1371
2024
Q2 		$58.1K Sell
518
-508
-50% -$55.1K ﹤0.01% 1358
2024
Q1 		$112K Buy
1,026
+215
+27% +$22.4K 0.01% 914
2023
Q4 		$81.5K Buy
811
+265
+49% +$24.7K 0.01% 856
2023
Q3 		$49.1K Hold
546
– – 0.01% 779
2023
Q2 		$51.1K Hold
546
– – 0.01% 664
2023
Q1 		$47.9K Hold
546
– – 0.01% 614
2022
Q4 		$44.9K Buy
+546
New +$45K 0.02% 518

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Farther Finance Advisors's SUSA Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 14% in Q2 2026, selling an estimated $137K and leaving 5,521 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #1200.

Farther Finance Advisors first reported a position in SUSA in Q4 2022 and has held it in 15 quarters since. The position peaked at $996K in Q1 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Farther Finance Advisors held 5,521 shares of iShares ESG Optimized MSCI USA ETF worth $852K as of Q2 2026.
  • Farther Finance Advisors sold 929 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $137K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1200 holding.
  • Farther Finance Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $996K in Q1 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.