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First Foundation Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

First Foundation Advisors’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 		$541K Sell
3,503
-270
-7% -$39.9K 0.02% 236
2026
Q1 		$498K Hold
3,773
– – 0.02% 234
2025
Q4 		$526K Buy
3,773
+869
+30% +$120K 0.02% 228
2025
Q3 		$394K Sell
2,904
-7,606
-72% -$993K 0.01% 252
2025
Q2 		$1.33M Hold
10,510
– – 0.05% 166
2025
Q1 		$1.21M Sell
10,510
-30
-0.3% -$3.64K 0.05% 155
2024
Q4 		$1.28M Buy
10,540
+1,128
+12% +$138K 0.05% 153
2024
Q3 		$1.13M Sell
9,412
-114
-1% -$13.2K 0.04% 166
2024
Q2 		$1.07M Sell
9,526
-158
-2% -$17.1K 0.04% 161
2024
Q1 		$1.06M Buy
9,684
+2,708
+39% +$282K 0.04% 166
2023
Q4 		$701K Buy
6,976
+1,126
+19% +$105K 0.03% 194
2023
Q3 		$526K Buy
5,850
+543
+10% +$51.1K 0.02% 248
2023
Q2 		$497K Sell
5,307
-873
-14% -$77.5K 0.02% 251
2023
Q1 		$542K Sell
6,180
-3,711
-38% -$319K 0.02% 224
2022
Q4 		$814K Sell
9,891
-1,029
-9% -$84.8K 0.04% 197
2022
Q3 		$829K Buy
10,920
+3,140
+40% +$267K 0.04% 183
2022
Q2 		$628K Buy
+7,780
New +$683K 0.03% 222

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 29.2% 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

First Foundation Advisors's SUSA Position: Q2 2026 in Review

First Foundation Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 7.2% in Q2 2026, selling an estimated $39.9K and leaving 3,503 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #236.

First Foundation Advisors first reported a position in SUSA in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.33M in Q2 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • First Foundation Advisors held 3,503 shares of iShares ESG Optimized MSCI USA ETF worth $541K as of Q2 2026.
  • First Foundation Advisors sold 270 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $39.9K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #236 holding.
  • First Foundation Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2022 and has held it in 17 quarters since.
  • First Foundation Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $1.33M in Q2 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.