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Flagship Wealth Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Flagship Wealth 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 		$182K Buy
1,177
+396
+51% +$58.5K 0.04% 162
2026
Q1 		$99K Sell
781
-396
-34% -$54.9K 0.04% 145
2025
Q4 		$164K Buy
1,177
+77
+7% +$10.6K 0.05% 133
2025
Q3 		$149K Buy
1,100
+229
+26% +$29.9K 0.05% 139
2025
Q2 		$110K Sell
871
-319
-27% -$37.6K 0.04% 150
2025
Q1 		$137K Sell
1,190
-547
-31% -$66.3K 0.06% 130
2024
Q4 		$211K Buy
+1,737
New +$213K 0.12% 91

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

Flagship Wealth Advisors's SUSA Position: Q2 2026 in Review

Flagship Wealth Advisors increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 51% in Q2 2026, buying an estimated $58.5K and bringing the position to 1,177 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #162.

Flagship Wealth Advisors first reported a position in SUSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $211K in Q4 2024. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Flagship Wealth Advisors held 1,177 shares of iShares ESG Optimized MSCI USA ETF worth $182K as of Q2 2026.
  • Flagship Wealth Advisors bought 396 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $58.5K.
  • iShares ESG Optimized MSCI USA ETF made up 0.04% of Flagship Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • Flagship Wealth Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $211K in Q4 2024.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.