Financial Network Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Financial Network Wealth 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	$25.2K	Buy	163 +82	+101%	+$12.1K	0.03%	384
2026 Q1	$10.7K	Buy	81 +17	+27%	+$2.36K	0.01%	457
2025 Q4	$8.92K	Buy	64 +47	+276%	+$6.49K	0.01%	484
2025 Q3	$2.31K	Sell	17 -13	-43%	-$1.7K	﹤0.01%	643
2025 Q2	$3.8K	Sell	30 -20	-40%	-$2.36K	﹤0.01%	548
2025 Q1	$5.74K	Buy	+50	New	+$6.06K	0.01%	479
2024 Q3	–	Sell	-31	Closed	-$3.48K	–	985
2024 Q2	$3.48K	Buy	+31	New	+$3.36K	﹤0.01%	645

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 29.2% 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

Financial Network Wealth Advisors's SUSA Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 101% in Q2 2026, buying an estimated $12.1K and bringing the position to 163 shares worth $25.2K. The position accounts for 0.03% of the portfolio, ranked #384.

Financial Network Wealth Advisors first reported a position in SUSA in Q2 2024 and has held it in 7 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Financial Network Wealth Advisors held 163 shares of iShares ESG Optimized MSCI USA ETF worth $25.2K as of Q2 2026.
Financial Network Wealth Advisors bought 82 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $12.1K.
iShares ESG Optimized MSCI USA ETF made up 0.03% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #384 holding.
Financial Network Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2024 and has held it in 7 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.