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Glen Eagle Advisors’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Glen Eagle 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 		$123K Sell
800
-60
-7% -$8.86K 0.02% 325
2026
Q1 		$114K Sell
860
-105
-11% -$14.6K 0.02% 322
2025
Q4 		$134K Sell
965
-207
-18% -$28.6K 0.02% 299
2025
Q3 		$159K Buy
1,172
+29
+3% +$3.79K 0.02% 285
2025
Q2 		$145K Sell
1,143
-28
-2% -$3.3K 0.02% 286
2025
Q1 		$134K Buy
1,171
+19
+2% +$2.3K 0.02% 282
2024
Q4 		$140K Buy
1,152
+7
+0.6% +$859 0.02% 272
2024
Q3 		$138K Buy
1,145
+26
+2% +$3K 0.02% 279
2024
Q2 		$126K Buy
1,119
+12
+1% +$1.3K 0.02% 277
2024
Q1 		$121K Buy
1,107
+22
+2% +$2.29K 0.02% 285
2023
Q4 		$109K Buy
1,085
+4
+0.4% +$373 0.02% 287
2023
Q3 		$97.3K Buy
1,081
+20
+2% +$1.88K 0.02% 291
2023
Q2 		$99.3K Buy
1,061
+28
+3% +$2.49K 0.02% 284
2023
Q1 		$90.6K Hold
1,033
– – 0.02% 297
2022
Q4 		$85K Buy
1,033
+23
+2% +$1.89K 0.02% 294
2022
Q3 		$76.7K Hold
1,010
– – 0.02% 298
2022
Q2 		$81.5K Hold
1,010
– – 0.02% 300
2022
Q1 		$97.8K Buy
1,010
+6
+0.6% +$581 0.03% 284
2021
Q4 		$107K Buy
1,004
+9
+0.9% +$925 0.03% 275
2021
Q3 		$95.5K Buy
995
+10
+1% +$988 0.03% 282
2021
Q2 		$94.1K Hold
985
– – 0.03% 277
2021
Q1 		$86.5K Buy
985
+20
+2% +$1.71K 0.03% 268
2020
Q4 		$79.5K Buy
965
+615
+176% +$48.1K 0.03% 262
2020
Q3 		$25.7K Hold
350
– – 0.01% 418
2020
Q2 		$23.4K Buy
350
+100
+40% +$6.26K 0.01% 418
2020
Q1 		$13.7K Hold
250
– – 0.01% 464
2019
Q4 		$16.8K Buy
+250
New +$16K 0.01% 493

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
M&T Bank
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Glen Eagle Advisors's SUSA Position: Q2 2026 in Review

Glen Eagle Advisors reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 7% in Q2 2026, selling an estimated $8.86K and leaving 800 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #325.

Glen Eagle Advisors first reported a position in SUSA in Q4 2019 and has held it in 27 quarters since. The position peaked at $159K in Q3 2025. 532 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Glen Eagle Advisors held 800 shares of iShares ESG Optimized MSCI USA ETF worth $123K as of Q2 2026.
  • Glen Eagle Advisors sold 60 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $8.86K.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Glen Eagle Advisors's portfolio in Q2 2026, its #325 holding.
  • Glen Eagle Advisors first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and has held it in 27 quarters since.
  • Glen Eagle Advisors's iShares ESG Optimized MSCI USA ETF position peaked at $159K in Q3 2025.
  • 532 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.