Focus Partners Wealth
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Focus Partners Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Focus Partners Wealth’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 		$3.76M Buy
24,349
+3,719
+18% +$549K ﹤0.01% 1078
2026
Q1 		$2.8M Sell
20,630
-4,071
-16% -$564K ﹤0.01% 1167
2025
Q4 		$3.44M Buy
24,701
+3,097
+14% +$428K ﹤0.01% 1107
2025
Q3 		$2.93M Buy
21,604
+9
+0% +$1.18K ﹤0.01% 905
2025
Q2 		$2.74M Buy
21,595
+453
+2% +$53.4K 0.01% 823
2025
Q1 		$2.43M Sell
21,142
-1,465
-6% -$178K 0.01% 803
2024
Q4 		$2.75M Sell
22,607
-2,595
-10% -$318K 0.01% 768
2024
Q3 		$3.03M Sell
25,202
-11,756
-32% -$1.36M 0.01% 677
2024
Q2 		$4.15M Buy
36,958
+15,772
+74% +$1.71M 0.01% 528
2024
Q1 		$2.31M Sell
21,186
-2,032
-9% -$212K 0.02% 453
2023
Q4 		$2.33M Buy
+23,218
New +$2.17M 0.03% 329

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 29.18% 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 Partners Wealth's SUSA Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 18% in Q2 2026, buying an estimated $549K and bringing the position to 24,349 shares worth $3.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Focus Partners Wealth first reported a position in SUSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.15M in Q2 2024. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Focus Partners Wealth held 24,349 shares of iShares ESG Optimized MSCI USA ETF worth $3.76M as of Q2 2026.
  • Focus Partners Wealth bought 3,719 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $549K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1078 holding.
  • Focus Partners Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares ESG Optimized MSCI USA ETF position peaked at $4.15M in Q2 2024.
  • 534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.