Fusion Family Wealth’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $381K | Hold |
2,884
| – | – | 0.03% | 38 |
|
|
2025
Q4 | $402K | Hold |
2,884
| – | – | 0.03% | 35 |
|
|
2025
Q3 | $391K | Hold |
2,884
| – | – | 0.03% | 36 |
|
|
2025
Q2 | $366K | Hold |
2,884
| – | – | 0.03% | 36 |
|
|
2025
Q1 | $331K | Hold |
2,884
| – | – | 0.03% | 37 |
|
|
2024
Q4 | $351K | Sell |
2,884
-227
| -7% | -$27.8K | 0.03% | 38 |
|
|
2024
Q3 | $374K | Hold |
3,111
| – | – | 0.03% | 35 |
|
|
2024
Q2 | $350K | Hold |
3,111
| – | – | 0.04% | 34 |
|
|
2024
Q1 | $340K | Hold |
3,111
| – | – | 0.04% | 33 |
|
|
2023
Q4 | $313K | Hold |
3,111
| – | – | 0.04% | 33 |
|
|
2023
Q3 | $280K | Hold |
3,111
| – | – | 0.03% | 34 |
|
|
2023
Q2 | $291K | Hold |
3,111
| – | – | 0.04% | 35 |
|
|
2023
Q1 | $273K | Hold |
3,111
| – | – | 0.04% | 33 |
|
|
2022
Q4 | $256K | Buy |
3,111
+711
| +30% | +$58.6K | 0.04% | 33 |
|
|
2022
Q3 | $230K | Sell |
2,400
-728
| -23% | -$61.9K | 0.03% | 33 |
|
|
2022
Q2 | $252K | Buy |
+3,128
| New | +$275K | 0.04% | 33 |
|
|
2022
Q1 | – | Sell |
-3,028
| Closed | -$322K | – | 38 |
|
|
2021
Q4 | $322K | Buy |
3,028
+628
| +26% | +$64.6K | 0.05% | 30 |
|
|
2021
Q3 | $230K | Hold |
2,400
| – | – | 0.03% | 33 |
|
|
2021
Q2 | $229K | Hold |
2,400
| – | – | 0.03% | 34 |
|
|
2021
Q1 | $211K | Hold |
2,400
| – | – | 0.03% | 33 |
|
|
2020
Q4 | $198K | Hold |
2,400
| – | – | 0.04% | 32 |
|
|
2020
Q3 | $177K | Hold |
2,400
| – | – | 0.04% | 32 |
|
|
2020
Q2 | $161K | Hold |
2,400
| – | – | 0.04% | 33 |
|
|
2020
Q1 | $132K | Hold |
2,400
| – | – | 0.04% | 39 |
|
|
2019
Q4 | $161K | Hold |
2,400
| – | – | 0.04% | 42 |
|
|
2019
Q3 | $148K | Hold |
2,400
| – | – | 0.04% | 41 |
|
|
2019
Q2 | $146K | Hold |
2,400
| – | – | 0.04% | 52 |
|
|
2019
Q1 | $142K | Hold |
2,400
| – | – | 0.04% | 45 |
|
|
2018
Q4 | $124K | Hold |
2,400
| – | – | 0.04% | 79 |
|
|
2018
Q3 | $143K | Sell |
2,400
-100
| -4% | -$5.87K | 0.04% | 72 |
|
|
2018
Q2 | $141K | Sell |
2,500
-600
| -19% | -$33.8K | 0.04% | 75 |
|
|
2018
Q1 | $172K | Hold |
3,100
| – | – | 0.06% | 59 |
|
|
2017
Q4 | $172K | Hold |
3,100
| – | – | 0.04% | 75 |
|
|
2017
Q3 | $162K | Hold |
3,100
| – | – | 0.05% | 56 |
|
|
2017
Q2 | $159K | Hold |
3,100
| – | – | 0.05% | 79 |
|
|
2017
Q1 | $152K | Hold |
3,100
| – | – | 0.06% | 78 |
|
|
2016
Q4 | $144K | Buy |
+3,100
| New | +$141K | 0.08% | 78 |
|
Other funds holding SUSA
ST
IAS
AA
MWM
Fusion Family Wealth's SUSA Position: Q1 2026 in Review
Fusion Family Wealth held its iShares ESG Optimized MSCI USA ETF (SUSA) position steady in Q1 2026 at 2,884 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #38.
Fusion Family Wealth first reported a position in SUSA in Q4 2016 and has held it in 37 quarters since. The position peaked at $402K in Q4 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.
- Fusion Family Wealth held 2,884 shares of iShares ESG Optimized MSCI USA ETF worth $381K as of Q1 2026.
- Fusion Family Wealth left its iShares ESG Optimized MSCI USA ETF share count unchanged in Q1 2026.
- iShares ESG Optimized MSCI USA ETF made up 0.03% of Fusion Family Wealth's portfolio in Q1 2026, its #38 holding.
- Fusion Family Wealth first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2016 and has held it in 37 quarters since.
- Fusion Family Wealth's iShares ESG Optimized MSCI USA ETF position peaked at $402K in Q4 2025.
- 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.
Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.