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

Financial Insights’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	$243K	Hold	1,840	–	–	0.08%	118
2025 Q4	$256K	Hold	1,840	–	–	0.09%	108
2025 Q3	$250K	Hold	1,840	–	–	0.08%	111
2025 Q2	$233K	Hold	1,840	–	–	0.09%	110
2025 Q1	$211K	Hold	1,840	–	–	0.08%	104
2024 Q4	$224K	Hold	1,840	–	–	0.08%	100
2024 Q3	$221K	Hold	1,840	–	–	0.07%	139
2024 Q2	$207K	Hold	1,840	–	–	0.06%	154
2024 Q1	$201K	Buy	+1,840	New	+$192K	0.06%	159
2021 Q3	–	Sell	-1,040	Closed	-$99.4K	–	201
2021 Q2	$99.4K	Buy	+1,040	New	+$96.2K	0.08%	118

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Insights's SUSA Position: Q1 2026 in Review

Financial Insights held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 1,840 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #118.

Financial Insights first reported a position in SUSA in Q2 2021 and has held it in 10 quarters since. The position peaked at $256K in Q4 2025. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

Financial Insights held 1,840 shares of iShares ESG Optimized MSCI USA ETF worth $243K as of Q1 2026.
Financial Insights left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
iShares ESG Optimized MSCI USA ETF made up 0.08% of Financial Insights's portfolio in Q1 2026, its #118 holding.
Financial Insights first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2021 and has held it in 10 quarters since.
Financial Insights's iShares ESG Optimized MSCI USA ETF position peaked at $256K in Q4 2025.
519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.