Front Row Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Front Row Advisors’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	$67K	Hold	423	–	–	0.02%	203
2026 Q1	$55.9K	Hold	423	–	–	0.02%	217
2025 Q4	$58.9K	Hold	423	–	–	0.02%	205
2025 Q3	$57.4K	Hold	423	–	–	0.02%	207
2025 Q2	$53.6K	Hold	423	–	–	0.02%	209
2025 Q1	$48.6K	Sell	423 -42	-9%	-$5.09K	0.02%	223
2024 Q4	$56.5K	Hold	465	–	–	0.02%	209
2024 Q3	$56K	Hold	465	–	–	0.02%	209
2024 Q2	$52.3K	Buy	465 +190	+69%	+$20.6K	0.02%	269
2024 Q1	$30K	Buy	275 +10	+4%	+$1.04K	0.01%	325
2023 Q4	$26.6K	Hold	265	–	–	0.01%	225
2023 Q3	$23.9K	Hold	265	–	–	0.01%	342
2023 Q2	$25K	Buy	265 +20	+8%	+$1.78K	0.01%	337
2023 Q1	$22K	Hold	245	–	–	0.01%	359
2022 Q4	$20K	Hold	245	–	–	0.01%	382
2022 Q3	$19K	Hold	245	–	–	0.01%	394
2022 Q2	$20K	Hold	245	–	–	0.01%	386
2022 Q1	$24K	Hold	245	–	–	0.01%	382
2021 Q4	$26K	Hold	245	–	–	0.01%	373
2021 Q3	$24K	Hold	245	–	–	0.01%	381
2021 Q2	$24K	Hold	245	–	–	0.01%	388
2021 Q1	$22K	Buy	245 +35	+17%	+$2.99K	0.01%	387
2020 Q4	$17K	Hold	210	–	–	0.01%	415
2020 Q3	$17K	Buy	210 +60	+40%	+$4.33K	0.01%	406
2020 Q2	$10K	Buy	150 +70	+88%	+$4.38K	0.01%	476
2020 Q1	$5K	Buy	+80	New	+$5.13K	﹤0.01%	631

Other funds holding SUSA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Front Row Advisors's SUSA Position: Q2 2026 in Review

Front Row Advisors held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q2 2026 at 423 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #203.

Front Row Advisors first reported a position in SUSA in Q1 2020 and has held it in 26 quarters since. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

Front Row Advisors held 423 shares of iShares ESG Optimized MSCI USA ETF worth $67K as of Q2 2026.
Front Row Advisors left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q2 2026.
iShares ESG Optimized MSCI USA ETF made up 0.02% of Front Row Advisors's portfolio in Q2 2026, its #203 holding.
Front Row Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Front Row Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.