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Focus Financial Network’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Focus Financial Network’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 		$329K Sell
2,132
-65
-3% -$9.6K 0.01% 589
2026
Q1 		$290K Sell
2,197
-77
-3% -$10.7K 0.01% 606
2025
Q4 		$317K Sell
2,274
-37
-2% -$5.11K 0.01% 573
2025
Q3 		$313K Sell
2,311
-71
-3% -$9.27K 0.01% 586
2025
Q2 		$302K Hold
2,382
– – 0.01% 568
2025
Q1 		$274K Buy
2,382
+6
+0.3% +$727 0.01% 576
2024
Q4 		$289K Sell
2,376
-198
-8% -$24.3K 0.01% 561
2024
Q3 		$310K Buy
2,574
+1
+0% +$115 0.01% 539
2024
Q2 		$297K Sell
2,573
-5
-0.2% -$542 0.01% 531
2024
Q1 		$266K Sell
2,578
-337
-12% -$35.1K 0.01% 518
2023
Q4 		$293K Sell
2,915
-52
-2% -$4.85K 0.01% 585
2023
Q3 		$268K Sell
2,967
-18
-0.6% -$1.69K 0.02% 497
2023
Q2 		$280K Buy
+2,985
New +$265K 0.02% 488
2021
Q1 		– Sell
-2,859
Closed -$235K – 532
2020
Q4 		$235K Sell
2,859
-95
-3% -$7.43K 0.02% 395
2020
Q3 		$217K Buy
+2,954
New +$213K 0.02% 406
2020
Q1 		– Sell
-3,320
Closed -$222K – 417
2019
Q4 		$222K Sell
3,320
-158
-5% -$10.1K 0.03% 375
2019
Q3 		$215K Sell
3,478
-10
-0.3% -$612 0.03% 365
2019
Q2 		$212K Buy
3,488
+6
+0.2% +$359 0.03% 348
2019
Q1 		$206K Buy
+3,482
New +$196K 0.03% 350

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

Focus Financial Network's SUSA Position: Q2 2026 in Review

Focus Financial Network reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 3% in Q2 2026, selling an estimated $9.6K and leaving 2,132 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #589.

Focus Financial Network first reported a position in SUSA in Q1 2019 and has held it in 19 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Focus Financial Network held 2,132 shares of iShares ESG Optimized MSCI USA ETF worth $329K as of Q2 2026.
  • Focus Financial Network sold 65 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $9.6K.
  • iShares ESG Optimized MSCI USA ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #589 holding.
  • Focus Financial Network first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2019 and has held it in 19 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.