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Frederick Financial Consultants’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Frederick Financial Consultants’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 		$274K Hold
2,074
– – 0.14% 85
2025
Q4 		$289K Hold
2,074
– – 0.16% 80
2025
Q3 		$281K Hold
2,074
– – 0.16% 78
2025
Q2 		$263K Hold
2,074
– – 0.16% 79
2025
Q1 		$238K Hold
2,074
– – 0.17% 82
2024
Q4 		$252K Buy
+2,074
New +$254K 0.2% 69

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 $8.18B AUM 28.28% 1-Year Est. Return

Frederick Financial Consultants's SUSA Position: Q1 2026 in Review

Frederick Financial Consultants held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 2,074 shares worth $274K. The position accounts for 0.14% of the portfolio, ranked #85.

Frederick Financial Consultants first reported a position in SUSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $289K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Frederick Financial Consultants held 2,074 shares of iShares ESG Optimized MSCI USA ETF worth $274K as of Q1 2026.
  • Frederick Financial Consultants left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
  • iShares ESG Optimized MSCI USA ETF made up 0.14% of Frederick Financial Consultants's portfolio in Q1 2026, its #85 holding.
  • Frederick Financial Consultants first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2024 and has held it in 6 quarters since.
  • Frederick Financial Consultants's iShares ESG Optimized MSCI USA ETF position peaked at $289K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.