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Founders Financial Alliance’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Founders Financial Alliance’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 		– Sell
-120
Closed -$15.9K – 819
2026
Q1 		$15.9K Hold
120
– – ﹤0.01% 593
2025
Q4 		$16.7K Hold
120
– – ﹤0.01% 478
2025
Q3 		$16.3K Hold
120
– – ﹤0.01% 573
2025
Q2 		$15.2K Hold
120
– – ﹤0.01% 440
2025
Q1 		$13.8K Sell
120
-1,440
-92% -$175K ﹤0.01% 516
2024
Q4 		$190K Hold
1,560
– – 0.05% 285
2024
Q3 		$188K Hold
1,560
– – 0.05% 291
2024
Q2 		$175K Hold
1,560
– – 0.05% 278
2024
Q1 		$170K Buy
+1,560
New +$162K 0.05% 279

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

Founders Financial Alliance's SUSA Position: Q2 2026 in Review

Founders Financial Alliance sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2026, closing a stake of 120 shares — an estimated $15.9K sold.

Founders Financial Alliance first reported a position in SUSA in Q1 2024 and held it in 9 quarters. The position peaked at $190K in Q4 2024. 530 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Founders Financial Alliance reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Alliance sold 120 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $15.9K.
  • Founders Financial Alliance first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and held it in 9 quarters.
  • Founders Financial Alliance's iShares ESG Optimized MSCI USA ETF position peaked at $190K in Q4 2024.
  • 530 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.