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Financial Connections Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Financial Connections 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 		$102K Sell
773
-577
-43% -$80K 0.04% 88
2025
Q4 		$188K Hold
1,350
– – 0.06% 71
2025
Q3 		$183K Hold
1,350
– – 0.07% 70
2025
Q2 		$171K Hold
1,350
– – 0.07% 62
2025
Q1 		$155K Sell
1,350
-783
-37% -$94.9K 0.07% 66
2024
Q4 		$259K Sell
2,133
-180
-8% -$22.1K 0.12% 46
2024
Q3 		$278K Hold
2,313
– – 0.14% 43
2024
Q2 		$259K Buy
+2,313
New +$251K 0.13% 44
2024
Q1 		– Sell
-2,313
Closed -$232K – 252
2023
Q4 		$232K Buy
+2,313
New +$216K 0.15% 51
2023
Q3 		– Sell
-2,313
Closed -$216K – 218
2023
Q2 		$216K Hold
2,313
– – 0.14% 54
2023
Q1 		$203K Hold
2,313
– – 0.14% 48
2022
Q4 		$190K Hold
2,313
– – 0.15% 48
2022
Q3 		$175K Hold
2,313
– – 0.15% 45
2022
Q2 		$186K Sell
2,313
-12
-0.5% -$1.05K 0.16% 51
2022
Q1 		$225K Hold
2,325
– – 0.23% 46
2021
Q4 		$247K Buy
+2,325
New +$239K 0.24% 42

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

Financial Connections Group's SUSA Position: Q1 2026 in Review

Financial Connections Group reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 43% in Q1 2026, selling an estimated $80K and leaving 773 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #88.

Financial Connections Group first reported a position in SUSA in Q4 2021 and has held it in 16 quarters since. The position peaked at $278K in Q3 2024. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Financial Connections Group held 773 shares of iShares ESG Optimized MSCI USA ETF worth $102K as of Q1 2026.
  • Financial Connections Group sold 577 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $80K.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Financial Connections Group's portfolio in Q1 2026, its #88 holding.
  • Financial Connections Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2021 and has held it in 16 quarters since.
  • Financial Connections Group's iShares ESG Optimized MSCI USA ETF position peaked at $278K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.