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

First Pacific Financial’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 		$1.89M Sell
12,260
-204
-2% -$30.1K 0.23% 54
2026
Q1 		$1.65M Sell
12,464
-1,611
-11% -$223K 0.21% 55
2025
Q4 		$1.96M Buy
14,075
+18
+0.1% +$2.48K 0.26% 53
2025
Q3 		$1.91M Sell
14,057
-2,968
-17% -$388K 0.26% 54
2025
Q2 		$2.16M Sell
17,025
-941
-5% -$111K 0.32% 50
2025
Q1 		$2.06M Sell
17,966
-1,581
-8% -$192K 0.42% 28
2024
Q4 		$2.38M Buy
19,547
+7,792
+66% +$956K 0.55% 26
2024
Q3 		$1.41M Buy
11,755
+7,369
+168% +$850K 0.33% 34
2024
Q2 		$493K Sell
4,386
-360
-8% -$39K 0.13% 96
2024
Q1 		$518K Sell
4,746
-266
-5% -$27.7K 0.14% 92
2023
Q4 		$504K Sell
5,012
-236
-4% -$22K 0.15% 91
2023
Q3 		$472K Sell
5,248
-41
-0.8% -$3.86K 0.21% 84
2023
Q2 		$495K Sell
5,289
-1,776
-25% -$158K 0.21% 88
2023
Q1 		$620K Buy
7,065
+2,990
+73% +$257K 0.29% 79
2022
Q4 		$335K Buy
+4,075
New +$336K 0.17% 98
2022
Q2 		– Sell
-2,091
Closed -$202K – 109
2022
Q1 		$202K Sell
2,091
-58
-3% -$5.62K 0.1% 93
2021
Q4 		$228K Hold
2,149
– – 0.11% 94
2021
Q3 		$206K Sell
2,149
-78
-4% -$7.71K 0.11% 93
2021
Q2 		$213K Buy
+2,227
New +$206K 0.12% 91
2021
Q1 		– Sell
-2,843
Closed -$234K – 95
2020
Q4 		$234K Sell
2,843
-43
-1% -$3.36K 0.14% 94
2020
Q3 		$212K Buy
+2,886
New +$208K 0.19% 22

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 Pacific Financial's SUSA Position: Q2 2026 in Review

First Pacific Financial reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 1.6% in Q2 2026, selling an estimated $30.1K and leaving 12,260 shares worth $1.89M. The position accounts for 0.23% of the portfolio, ranked #54.

First Pacific Financial first reported a position in SUSA in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.38M in Q4 2024. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • First Pacific Financial held 12,260 shares of iShares ESG Optimized MSCI USA ETF worth $1.89M as of Q2 2026.
  • First Pacific Financial sold 204 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $30.1K.
  • iShares ESG Optimized MSCI USA ETF made up 0.23% of First Pacific Financial's portfolio in Q2 2026, its #54 holding.
  • First Pacific Financial first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2020 and has held it in 21 quarters since.
  • First Pacific Financial's iShares ESG Optimized MSCI USA ETF position peaked at $2.38M in Q4 2024.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.