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

Financial Perspectives’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	$22.4K	Hold	145	–	–	0.01%	441
2026 Q1	$19.1K	Hold	145	–	–	0.01%	442
2025 Q4	$20.1K	Buy	145 +1	+0.7%	+$138	0.01%	435
2025 Q3	$19.6K	Hold	144	–	–	0.01%	433
2025 Q2	$18.2K	Buy	144 +1	+0.7%	+$118	0.01%	431
2025 Q1	$16.5K	Hold	143	–	–	0.01%	433
2024 Q4	$17.4K	Hold	143	–	–	0.01%	428
2024 Q3	$17.2K	Buy	143 +1	+0.7%	+$115	0.01%	407
2024 Q2	$16K	Hold	142	–	–	0.01%	408
2024 Q1	$15.5K	Buy	142 +1	+0.7%	+$104	0.01%	411
2023 Q4	$14.2K	Buy	141 +1	+0.7%	+$93	0.01%	423
2023 Q3	$12.6K	Hold	140	–	–	0.01%	415
2023 Q2	$13.1K	Hold	140	–	–	0.01%	420
2023 Q1	$12.3K	Buy	140 +1	+0.7%	+$86	0.01%	425
2022 Q4	$11.5K	Hold	139	–	–	0.01%	425
2022 Q3	$10.5K	Buy	139 +1	+0.7%	+$85	0.01%	431
2022 Q2	$11.1K	Hold	138	–	–	0.01%	429
2022 Q1	$13.3K	Buy	138 +1	+0.7%	+$97	0.01%	425
2021 Q4	$14.6K	Hold	137	–	–	0.01%	399
2021 Q3	$13.1K	Buy	137 +1	+0.7%	+$99	0.01%	414
2021 Q2	$13K	Buy	136 +65	+92%	+$6.01K	0.01%	438
2021 Q1	$6.25K	Buy	+71	New	+$6.06K	﹤0.01%	485

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 Perspectives's SUSA Position: Q2 2026 in Review

Financial Perspectives held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 145 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #441.

Financial Perspectives first reported a position in SUSA in Q1 2021 and has held it in 22 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Financial Perspectives held 145 shares of iShares ESG Optimized MSCI USA ETF worth $22.4K as of Q2 2026.
Financial Perspectives left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #441 holding.
Financial Perspectives first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2021 and has held it in 22 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.