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

Financial Services Advisory’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	$2.98M	Buy	19,329 +12,482	+182%	+$1.84M	0.75%	31
2026 Q1	$904K	Sell	6,847 -6,372	-48%	-$884K	0.43%	34
2025 Q4	$1.84M	Sell	13,219 -152	-1%	-$21K	0.66%	30
2025 Q3	$1.81M	Sell	13,371 -38	-0.3%	-$4.96K	0.7%	24
2025 Q2	$1.7M	Sell	13,409 -932	-6%	-$110K	0.82%	19
2025 Q1	$1.65M	Sell	14,341 -8,338	-37%	-$1.01M	0.62%	22
2024 Q4	$2.76M	Buy	22,679 +7,209	+47%	+$884K	0.65%	30
2024 Q3	$1.86M	Sell	15,470 -381	-2%	-$44K	0.45%	30
2024 Q2	$1.78M	Sell	15,851 -7,958	-33%	-$862K	0.49%	29
2024 Q1	$2.6M	Sell	23,809 -281	-1%	-$29.3K	0.65%	27
2023 Q4	$2.42M	Buy	+24,090	New	+$2.25M	0.69%	29

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 Services Advisory's SUSA Position: Q2 2026 in Review

Financial Services Advisory increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 182% in Q2 2026, buying an estimated $1.84M and bringing the position to 19,329 shares worth $2.98M. The position accounts for 0.75% of the portfolio, ranked #31.

Financial Services Advisory first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Financial Services Advisory held 19,329 shares of iShares ESG Optimized MSCI USA ETF worth $2.98M as of Q2 2026.
Financial Services Advisory bought 12,482 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $1.84M.
iShares ESG Optimized MSCI USA ETF made up 0.75% of Financial Services Advisory's portfolio in Q2 2026, its #31 holding.
Financial Services Advisory first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.