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

First Command Advisory Services’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	$556K	Sell	3,606 -689	-16%	-$102K	﹤0.01%	126
2026 Q1	$567K	Sell	4,295 -16	-0.4%	-$2.22K	﹤0.01%	129
2025 Q4	$601K	Buy	4,311 +189	+5%	+$26.1K	﹤0.01%	119
2025 Q3	$559K	Sell	4,122 -971	-19%	-$127K	﹤0.01%	122
2025 Q2	$645K	Sell	5,093 -7	-0.1%	-$825	0.01%	107
2025 Q1	$586K	Sell	5,100 -82	-2%	-$9.94K	0.01%	110
2024 Q4	$630K	Sell	5,182 -110	-2%	-$13.5K	0.01%	106
2024 Q3	$637K	Sell	5,292 -38	-0.7%	-$4.38K	0.01%	103
2024 Q2	$599K	Buy	5,330 +490	+10%	+$53.1K	0.01%	93
2024 Q1	$528K	Sell	4,840 -410	-8%	-$42.7K	0.01%	102
2023 Q4	$528K	Sell	5,250 -3	-0.1%	-$280	0.01%	99
2023 Q3	$473K	Buy	+5,253	New	+$494K	0.01%	99

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

First Command Advisory Services's SUSA Position: Q2 2026 in Review

First Command Advisory Services reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 16% in Q2 2026, selling an estimated $102K and leaving 3,606 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #126.

First Command Advisory Services first reported a position in SUSA in Q3 2023 and has held it in 12 quarters since. The position peaked at $645K in Q2 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

First Command Advisory Services held 3,606 shares of iShares ESG Optimized MSCI USA ETF worth $556K as of Q2 2026.
First Command Advisory Services sold 689 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $102K.
iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #126 holding.
First Command Advisory Services first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2023 and has held it in 12 quarters since.
First Command Advisory Services's iShares ESG Optimized MSCI USA ETF position peaked at $645K in Q2 2025.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.