GoalVest Advisory’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

GoalVest Advisory’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	$2.38M	Sell	15,440 -656	-4%	-$96.9K	0.44%	34
2026 Q1	$2.13M	Buy	16,096 +467	+3%	+$64.8K	0.42%	36
2025 Q4	$2.18M	Buy	15,629 +1,506	+11%	+$208K	0.42%	32
2025 Q3	$1.92M	Buy	14,123 +2,584	+22%	+$337K	0.41%	38
2025 Q2	$1.46M	Buy	11,539 +2,822	+32%	+$333K	0.36%	52
2025 Q1	$1M	Hold	8,717	–	–	0.28%	70
2024 Q4	$1.06M	Sell	8,717 -942	-10%	-$116K	0.29%	60
2024 Q3	$1.16M	Hold	9,659	–	–	0.33%	55
2024 Q2	$1.09M	Sell	9,659 -1,145	-11%	-$124K	0.35%	52
2024 Q1	$1.18M	Sell	10,804 -316	-3%	-$32.9K	0.39%	48
2023 Q4	$1.12M	Buy	11,120 +36	+0.3%	+$3.36K	0.49%	32
2023 Q3	$997K	Buy	11,084 +5,731	+107%	+$539K	0.5%	31
2023 Q2	$501K	Buy	+5,353	New	+$476K	0.26%	63

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 29.18% 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

GoalVest Advisory's SUSA Position: Q2 2026 in Review

GoalVest Advisory reduced its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 4.1% in Q2 2026, selling an estimated $96.9K and leaving 15,440 shares worth $2.38M. The position accounts for 0.44% of the portfolio, ranked #34.

GoalVest Advisory first reported a position in SUSA in Q2 2023 and has held it in 13 quarters since. 534 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

GoalVest Advisory held 15,440 shares of iShares ESG Optimized MSCI USA ETF worth $2.38M as of Q2 2026.
GoalVest Advisory sold 656 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $96.9K.
iShares ESG Optimized MSCI USA ETF made up 0.44% of GoalVest Advisory's portfolio in Q2 2026, its #34 holding.
GoalVest Advisory first reported a position in iShares ESG Optimized MSCI USA ETF in Q2 2023 and has held it in 13 quarters since.
534 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.