FIT
SUSA icon

Financially in Tune’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Financially in Tune’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 		$3.06M Buy
23,152
+118
+0.5% +$16.4K 2.63% 8
2025
Q4 		$3.21M Buy
+23,034
New +$3.18M 3% 7

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
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

Financially in Tune's SUSA Position: Q1 2026 in Review

Financially in Tune increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.51% in Q1 2026, buying an estimated $16.4K and bringing the position to 23,152 shares worth $3.06M. The position accounts for 2.63% of the portfolio, ranked #8.

Financially in Tune first reported a position in SUSA in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.21M in Q4 2025. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Financially in Tune held 23,152 shares of iShares ESG Optimized MSCI USA ETF worth $3.06M as of Q1 2026.
  • Financially in Tune bought 118 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $16.4K.
  • iShares ESG Optimized MSCI USA ETF made up 2.63% of Financially in Tune's portfolio in Q1 2026, its #8 holding.
  • Financially in Tune first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 2 quarters since.
  • Financially in Tune's iShares ESG Optimized MSCI USA ETF position peaked at $3.21M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.