GAFA
SUSA icon

Garton & Associates Financial Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-133
Closed -$18.5K – 623
2025
Q4 		$18.5K Buy
+133
New +$18.4K 0.01% 661

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Garton & Associates Financial Advisors's SUSA Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2026, closing a stake of 133 shares — an estimated $18.5K sold.

Garton & Associates Financial Advisors first reported a position in SUSA in Q4 2025 and held it in 1 quarter. The position peaked at $18.5K in Q4 2025. 519 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 133 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $18.5K.
  • Garton & Associates Financial Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $18.5K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.