Geneos Wealth Management’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 | $263K | Buy |
1,993
+7
| +0.4% | +$971 | 0.01% | 875 |
|
|
2025
Q4 | $277K | Hold |
1,986
| – | – | 0.01% | 826 |
|
|
2025
Q3 | $269K | Hold |
1,986
| – | – | 0.01% | 817 |
|
|
2025
Q2 | $252K | Sell |
1,986
-3,462
| -64% | -$408K | 0.01% | 913 |
|
|
2025
Q1 | $626K | Buy |
5,448
+3,802
| +231% | +$461K | 0.01% | 810 |
|
|
2024
Q4 | $200K | Sell |
1,646
-233
| -12% | -$28.6K | 0.01% | 830 |
|
|
2024
Q3 | $226K | Hold |
1,879
| – | – | 0.01% | 738 |
|
|
2024
Q2 | $211K | Buy |
1,879
+10
| +0.5% | +$1.08K | 0.01% | 693 |
|
|
2024
Q1 | $204K | Hold |
1,869
| – | – | 0.01% | 700 |
|
|
2023
Q4 | $188K | Buy |
1,869
+12
| +0.6% | +$1.12K | 0.01% | 689 |
|
|
2023
Q3 | $167K | Hold |
1,857
| – | – | 0.01% | 726 |
|
|
2023
Q2 | $174K | Hold |
1,857
| – | – | 0.01% | 713 |
|
|
2023
Q1 | $163K | Sell |
1,857
-100
| -5% | -$8.59K | 0.01% | 703 |
|
|
2022
Q4 | $161K | Buy |
1,957
+65
| +3% | +$5.35K | 0.01% | 696 |
|
|
2022
Q3 | $143K | Sell |
1,892
-100
| -5% | -$8.51K | 0.01% | 700 |
|
|
2022
Q2 | $162K | Hold |
1,992
| – | – | 0.01% | 828 |
|
|
2022
Q1 | $192K | Sell |
1,992
-1,400
| -41% | -$136K | 0.01% | 823 |
|
|
2021
Q4 | $360K | Hold |
3,392
| – | – | 0.01% | 675 |
|
|
2021
Q3 | $328K | Buy |
3,392
+100
| +3% | +$9.88K | 0.01% | 681 |
|
|
2021
Q2 | $318K | Sell |
3,292
-288
| -8% | -$26.6K | 0.01% | 672 |
|
|
2021
Q1 | $329K | Buy |
3,580
+100
| +3% | +$8.53K | 0.01% | 757 |
|
|
2020
Q4 | $305K | Buy |
3,480
+1,318
| +61% | +$103K | 0.01% | 669 |
|
|
2020
Q3 | $155K | Hold |
2,162
| – | – | 0.01% | 778 |
|
|
2020
Q2 | $140K | Buy |
2,162
+420
| +24% | +$26.3K | 0.01% | 781 |
|
|
2020
Q1 | $94K | Sell |
1,742
-178
| -9% | -$11.4K | 0.01% | 858 |
|
|
2019
Q4 | $129K | Hold |
1,920
| – | – | 0.01% | 852 |
|
|
2019
Q3 | $117K | Hold |
1,920
| – | – | 0.01% | 841 |
|
|
2019
Q2 | $116K | Sell |
1,920
-88
| -4% | -$5.26K | 0.01% | 852 |
|
|
2019
Q1 | $118K | Hold |
2,008
| – | – | 0.01% | 811 |
|
|
2018
Q4 | $102K | Hold |
2,008
| – | – | 0.01% | 832 |
|
|
2018
Q3 | $119K | Hold |
2,008
| – | – | 0.01% | 825 |
|
|
2018
Q2 | $113K | Hold |
2,008
| – | – | 0.01% | 752 |
|
|
2018
Q1 | $111K | Hold |
2,008
| – | – | 0.01% | 723 |
|
|
2017
Q4 | $111K | Sell |
2,008
-94
| -4% | -$5.1K | 0.01% | 714 |
|
|
2017
Q3 | $109K | Hold |
2,102
| – | – | 0.01% | 675 |
|
|
2017
Q2 | $107K | Sell |
2,102
-1,500
| -42% | -$75.4K | 0.01% | 661 |
|
|
2017
Q1 | $176K | Buy |
3,602
+2,800
| +349% | +$134K | 0.02% | 515 |
|
|
2016
Q4 | $36K | Hold |
802
| – | – | ﹤0.01% | 956 |
|
|
2016
Q3 | $36K | Hold |
802
| – | – | ﹤0.01% | 930 |
|
|
2016
Q2 | $34K | Hold |
802
| – | – | ﹤0.01% | 939 |
|
|
2016
Q1 | $34K | Buy |
+802
| New | +$32K | 0.01% | 923 |
|
Other funds holding SUSA
ST
IAS
AA
MWM
Geneos Wealth Management's SUSA Position: Q1 2026 in Review
Geneos Wealth Management increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.35% in Q1 2026, buying an estimated $971 and bringing the position to 1,993 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #875.
Geneos Wealth Management first reported a position in SUSA in Q1 2016 and has held it in 41 quarters since. The position peaked at $626K in Q1 2025. 516 funds tracked by Wall St. Rank hold SUSA as of Q1 2026.
- Geneos Wealth Management held 1,993 shares of iShares ESG Optimized MSCI USA ETF worth $263K as of Q1 2026.
- Geneos Wealth Management bought 7 iShares ESG Optimized MSCI USA ETF shares in Q1 2026, an estimated $971.
- iShares ESG Optimized MSCI USA ETF made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #875 holding.
- Geneos Wealth Management first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's iShares ESG Optimized MSCI USA ETF position peaked at $626K in Q1 2025.
- 516 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.