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

Financial Network Wealth Management’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 		$5.35M Sell
34,653
-36
-0.1% -$5.32K 1.52% 15
2026
Q1 		$4.58M Buy
34,689
+10
+0% +$1.39K 1.45% 15
2025
Q4 		$4.83M Sell
34,679
-116
-0.3% -$16K 1.49% 15
2025
Q3 		$4.84M Buy
+34,795
New +$4.54M 1.49% 15
2025
Q1 		$3.79M Sell
32,984
-136
-0.4% -$16.5K 1.34% 15
2024
Q4 		$4.03M Sell
33,120
-672
-2% -$82.4K 1.44% 14
2024
Q3 		$4.07M Hold
33,792
– – 1.46% 15
2024
Q2 		$3.8M Sell
33,792
-1,343
-4% -$146K 1.45% 14
2024
Q1 		$3.77M Sell
35,135
-347
-1% -$36.1K 1.79% 14
2023
Q4 		$3.57M Buy
35,482
+6,152
+21% +$574K 1.54% 14
2023
Q3 		$2.63M Buy
29,330
+1,947
+7% +$183K 1.28% 16
2023
Q2 		$2.65M Sell
27,383
-800
-3% -$71.1K 1.23% 17
2023
Q1 		$2.47M Buy
28,183
+270
+1% +$23.2K 1.22% 18
2022
Q4 		$2.3M Buy
27,913
+22,505
+416% +$1.85M 1.24% 20
2022
Q3 		$411K Hold
5,408
– – 0.26% 53
2022
Q2 		$436K Hold
5,408
– – 0.26% 49
2022
Q1 		$524K Hold
5,408
– – 0.27% 44
2021
Q4 		$575K Hold
5,408
– – 0.29% 41
2021
Q3 		$519K Hold
5,408
– – 0.3% 41
2021
Q2 		$517K Hold
5,408
– – 0.3% 41
2021
Q1 		$475K Hold
5,408
– – 0.31% 40
2020
Q4 		$445K Buy
+5,408
New +$423K 0.35% 42

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 29.18% 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

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

Financial Network Wealth Management reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.1% in Q2 2026, selling an estimated $5.32K and leaving 34,653 shares worth $5.35M. The position accounts for 1.52% of the portfolio, ranked #15.

Financial Network Wealth Management first reported a position in SUSA in Q4 2020 and has held it in 22 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Financial Network Wealth Management held 34,653 shares of iShares ESG Optimized MSCI USA ETF worth $5.35M as of Q2 2026.
  • Financial Network Wealth Management sold 36 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $5.32K.
  • iShares ESG Optimized MSCI USA ETF made up 1.52% of Financial Network Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Financial Network Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2020 and has held it in 22 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.