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

Flagstar 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
2025
Q3 		– Sell
-2,484
Closed -$315K – 207
2025
Q2 		$315K Buy
2,484
+5
+0.2% +$590 0.09% 166
2025
Q1 		$285K Sell
2,479
-123
-5% -$14.9K 0.07% 184
2024
Q4 		$316K Sell
2,602
-56
-2% -$6.87K 0.08% 171
2024
Q3 		$320K Sell
2,658
-289
-10% -$33.3K 0.08% 168
2024
Q2 		$331K Sell
2,947
-195
-6% -$21.1K 0.09% 156
2024
Q1 		$343K Buy
3,142
+9
+0.3% +$937 0.1% 148
2023
Q4 		$315K Buy
3,133
+567
+22% +$52.9K 0.1% 145
2023
Q3 		$232K Buy
2,566
+110
+4% +$10.4K 0.09% 148
2023
Q2 		$230K Sell
2,456
-697
-22% -$61.9K 0.09% 146
2023
Q1 		$277K Sell
3,153
-874
-22% -$75.1K 0.1% 137
2022
Q4 		$331K Sell
4,027
-222
-5% -$18.3K 0.12% 131
2022
Q3 		$323K Buy
+4,249
New +$361K 0.12% 128
2022
Q2 		– Sell
-3,628
Closed -$351K – 150
2022
Q1 		$351K Buy
3,628
+375
+12% +$36.3K 0.11% 116
2021
Q4 		$346K Buy
3,253
+158
+5% +$16.2K 0.11% 114
2021
Q3 		$297K Buy
+3,095
New +$306K 0.1% 115

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
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Flagstar Advisors's SUSA Position: Q3 2025 in Review

Flagstar Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q3 2025, closing a stake of 2,484 shares — an estimated $315K sold.

Flagstar Advisors first reported a position in SUSA in Q3 2021 and held it in 15 quarters. The position peaked at $351K in Q1 2022. 499 funds tracked by Wall St. Rank hold SUSA as of Q3 2025.

  • Flagstar Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Flagstar Advisors sold 2,484 iShares ESG Optimized MSCI USA ETF shares in Q3 2025, an estimated $315K.
  • Flagstar Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q3 2021 and held it in 15 quarters.
  • Flagstar Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $351K in Q1 2022.
  • 499 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2025.

Based on Flagstar Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.