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
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 $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Focus Partners Wealth's SUSA Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 16% in Q1 2026, selling an estimated $564K and leaving 20,630 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Focus Partners Wealth first reported a position in SUSA in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.15M in Q2 2024. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Focus Partners Wealth held 20,630 shares of iShares ESG Optimized MSCI USA ETF worth $2.8M as of Q1 2026.
  • Focus Partners Wealth sold 4,071 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $564K.
  • iShares ESG Optimized MSCI USA ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1167 holding.
  • Focus Partners Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares ESG Optimized MSCI USA ETF position peaked at $4.15M in Q2 2024.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.